DB
CFP
DB
CFP

Daniel Brunello

24 Years of Experience
Sugar Land, TX
Broker

Daniel Brunello is a CFP-designated registered investment advisor at Sanford C. Bernstein & CO., LLC, based in Sugar Land, TX, with 24 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

Sugar Land, TX

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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., LLCBroker
April 2004 - Present · 22 yrs 1 mo
Sanford C. Bernstein & CO., LLC
April 2004 - Present · 22 yrs 1 mo
Alliancebernstein L.P.
April 2004 - Present · 22 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
March 2003 - November 2003 · 8 mos
UBS Financial Services INC.Broker
January 2003 - November 2003 · 10 mos
Sanders Morris Harris INC.Broker
August 2001 - November 2002 · 1 yr 3 mos
State Registrations1 state
TX
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.
Daniel Brunello - Financial Advisor | TrueAdvisor