PT
PT

Peter Turner

29 Years of Experience
San Francisco, CA
Broker

Peter Turner is a registered investment advisor at Sanford C. Bernstein & CO., LLC, based in San Francisco, CA, with 29 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.

Loading...

Location

555 California Street, 43rd Floor, San Francisco, CA, 94104

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Sanford C. Bernstein & CO., LLC
December 2000 - Present · 25 yrs 5 mos
Sanford C. Bernstein & CO., LLCBroker
December 2000 - Present · 25 yrs 5 mos
Alliancebernstein L.P.
July 1997 - Present · 28 yrs 10 mos
Previous Registrations
Sanford C. Bernstein & CO., INC.Broker
March 1997 - December 2000 · 3 yrs 9 mos
State Registrations28 states
ALAZCACOCTFLGAHIIDILLAMAMDMEMTNCNHNVNYOHORPATNTXUTVAVirgin IslandsWA
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.
Peter Turner - Financial Advisor | TrueAdvisor