Mary Best
Mary Best is a registered investment advisor at Alliancebernstein L.P., based in Washington, DC, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 26,445 clients with $710B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AB is compensated based on a percentage of your portfolio. This fee is generally charged quarterly. The specific percentage may be negotiable depending on factors such as the type of client, complexity of the situation, and the size of the overall relationship. If your assets are invested in a registered investment company managed by AB, those assets are subject to the investment company's management fee. If you are a client of Bernstein Private Wealth Services, your fee is all-inclusive and deducted quarterly from your account at Bernstein LLC.
Location
800 Connecticut Avenue,, N.W., Suite 1001, Washington, DC, 20006-2720
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Regulatory History (1)
Customer Dispute
February 2023Other Business Activities
Mary works as a marketing consultant for The Millard Group, dedicating about 10-20% of her time. She is also the Chairman of the Foundation Board for Saint Stephens and Saint Agnes School, spending a few hours per week. Additionally, Mary is a passive owner of Winrock, LLC, which holds a residential apartment building.
Employment History
Current Registrations
Alliancebernstein L.P.
Sanford C. Bernstein & CO., LLC
Sanford C. Bernstein & CO., LLCBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
Alliancebernstein L.P.
Sanford C. Bernstein & CO., LLCBroker
State Registrations29 states
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.