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Gregory Kadet

Sanford C. Bernstein & CO., LLC
32 Years of Experience
Denver, CO
2 DisclosuresBroker
View SEC Summary
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Gregory Kadet is a registered investment advisor at Sanford C. Bernstein & CO., LLC, based in Denver, CO, with 32 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 112 clients with $1.2B in assets under management.

Sanford C. Bernstein & CO., LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
449 advisors
Number of Clients
112 clients
Average Client Portfolio
$10.9M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.85%
$500K - $1.0M1.50%
$1.0M - $2.0M1.25%
$2.0M - $3.0M1.20%
$3.0M - $6.0M1.10%
$6.0M - $11.0M1.05%
$11.0M - $26.0M0.90%
$26.0M - $51.0M0.75%
$51M+0.65%

Rates shown apply to return-seeking and diversifying assets. Accounts between $1M and $5M also incur a 0.25% administrative and servicing charge on the first $3M of applicable assets. Accounts under $1M fall under an all-inclusive fee schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1400 16th Street, Suite 450, Denver, CO, 80202

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History

Regulatory History (2)
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.
Regulatory
December 2010
Final
Regulatory
December 2008
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Gregory is a board member for the Tampa Downtown Partnership, dedicating minimal time. He is also a partner in K&M Venture Holdings, LLC, owning a boat for personal use, and a board of trustee member for the David A. Straz Jr. Center for the Performing Arts.

Employment History
Current Registrations
Sanford C. Bernstein & CO., LLC
July 2025 - Present · 1 yr 3 mos
Alliancebernstein L.P.
July 2025 - Present · 1 yr 3 mos
Sanford C. Bernstein & CO., LLCBroker
July 2025 - Present · 1 yr 3 mos
Previous Registrations
UBS Financial Services INC.
December 2000 - July 2025 · 24 yrs 7 mos
UBS Financial Services INC.Broker
April 1997 - July 2025 · 28 yrs 3 mos
Prudential Securities IncorporatedBroker
August 1994 - April 1997 · 2 yrs 8 mos
State Registrations33 states
AKAZCACOCTDCDEFLGAIAILKSKYLAMNMOMTNCNENHNMNVNYOHOKORPASCTNTXUTVAWA
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.
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