PD
PD

Paul Dorr

21 Years of Experience
New York, NY
1 DisclosureBroker

Paul Dorr is a registered investment advisor at Alliancebernstein L.P., based in New York, NY, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 26,445 clients with $710B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
507 advisors
Number of Clients
26,445 clients
Average Client Portfolio
$26.8M average
Assets Under Management
$709.2B

Fee Structure

Minimum Investment:$1M

AB is compensated based on a percentage of your portfolio. This fee is generally charged quarterly. The specific percentage may be negotiable depending on factors such as the type of client, complexity of the situation, and the size of the overall relationship. If your assets are invested in a registered investment company managed by AB, those assets are subject to the investment company's management fee. If you are a client of Bernstein Private Wealth Services, your fee is all-inclusive and deducted quarterly from your account at Bernstein LLC.

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Location

New York, NY

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2013
Settled
Employment History
Current Registrations
Alliancebernstein L.P.
December 2004 - Present · 21 yrs 5 mos
Sanford C. Bernstein & CO., LLC
November 2004 - Present · 21 yrs 6 mos
Sanford C. Bernstein & CO., LLCBroker
November 2004 - Present · 21 yrs 6 mos
State Registrations23 states
CACOCTDCFLGAILMAMDMONCNHNJNYPARISCSDTNTXVAVTWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.