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Amara Briggs

1 Year of Experience
Bala Cynwyd, PA
Broker

Amara Briggs is a registered investment advisor at Sanford C. Bernstein & CO., LLC, based in Bala Cynwyd, PA, with 1 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 22 clients with $1.6B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
439 advisors
IM Fee
Planning only
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Bala Cynwyd, PA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Sanford C. Bernstein & CO., LLC
May 2024 - Present · 2 yrs
Sanford C. Bernstein & CO., LLCBroker
May 2024 - Present · 2 yrs
Alliancebernstein L.P.
April 2024 - Present · 2 yrs 1 mo
State Registrations3 states
CANJPA
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.