TrueAdvisor
TrueAdvisor
KK
KK

Kevin Krisowaty

Alliancebernstein L.P.
25 Years of Experience
Miami, FL
1 DisclosureBroker
View SEC Summary
View SEC Summary

Kevin Krisowaty is a registered investment advisor at Alliancebernstein L.P., based in Miami, FL, with 25 years of industry experience. Kevin 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 30,285 clients with $760B in assets under management.

Alliancebernstein L.P.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
515 advisors
Number of Clients
30,285 clients
Average Client Portfolio
$25.2M average
Assets Under Management
$763.4B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
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 - $5.0M1.10%
$5.0M - $10.0M1.05%
$10.0M - $25.0M0.90%
$25.0M - $50.0M0.75%
$50M+0.65%

Rates reflect return-seeking and diversifying assets. Accounts between $1 million and $5 million are subject to an additional 0.25% administrative and servicing charge on the first $3 million of applicable assets. Other asset classes and strategies have separate fee schedules.

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

Location

701 Brickell Avenue, Suite 2240, Miami, FL, 33131

Get directions

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
October 2001
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Alliancebernstein L.P.
July 2024 - Present · 2 yrs 3 mos
Sanford C. Bernstein & CO., LLC
May 2024 - Present · 2 yrs 5 mos
Sanford C. Bernstein & CO., LLCBroker
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Safra Securities LLCBroker
October 2022 - December 2023 · 1 yr 2 mos
Valley Financial Management, INC.
July 2019 - October 2022 · 3 yrs 3 mos
Valley Financial Management, INC.Broker
July 2019 - October 2022 · 3 yrs 3 mos
Wells Fargo Clearing Services, LLC
January 2012 - July 2019 · 7 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
January 2012 - July 2019 · 7 yrs 6 mos
Morgan Stanley Smith BarneyBroker
June 2009 - January 2012 · 2 yrs 7 mos
Morgan Stanley Smith Barney LLC
June 2009 - January 2012 · 2 yrs 7 mos
Citigroup Global Markets INC.Broker
August 2004 - June 2009 · 4 yrs 10 mos
Citigroup Global Markets INC.
August 2004 - June 2009 · 4 yrs 10 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2004 - September 2004 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2002 - September 2004 · 2 yrs 5 mos
Morgan Stanley Dw INC.Broker
May 2000 - March 2002 · 1 yr 10 mos
State Registrations7 states
CAFLGANJNYUTWY
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.
More Advisors
More financial advisors in Miami, FL →All financial advisors in Florida →