DG
CFP
DG
CFP

Drew Gibbons

21 Years of Experience
Chicago, IL
Broker

Drew Gibbons is a CFP-designated registered investment advisor at Sanford C. Bernstein & CO., LLC, based in Chicago, IL, with 21 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

227 WEST MONROE Street, Suite 5900, Chicago, IL, 60606

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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
January 2025 - Present · 1 yr 6 mos
Sanford C. Bernstein & CO., LLC
January 2025 - Present · 1 yr 6 mos
Alliancebernstein L.P.
September 2024 - Present · 1 yr 10 mos
Previous Registrations
Corient
December 2022 - June 2024 · 1 yr 6 mos
Balasa Dinverno Foltz LLC
November 2018 - March 2023 · 4 yrs 4 mos
Alliancebernstein L.P.
August 2008 - October 2018 · 10 yrs 2 mos
Sanford C. Bernstein & CO., LLCBroker
August 2008 - October 2018 · 10 yrs 2 mos
Citigroup Global Markets INC.Broker
May 2007 - July 2008 · 1 yr 2 mos
Citigroup Global Markets INC.
May 2007 - July 2008 · 1 yr 2 mos
Citicorp Investment Services
November 2006 - May 2007 · 6 mos
Citicorp Investment ServicesBroker
August 2006 - May 2007 · 9 mos
The Ayco Company,l.p.
February 2004 - July 2006 · 2 yrs 5 mos
Mercer Allied Company, L.P.Broker
December 2003 - July 2006 · 2 yrs 7 mos
State Registrations29 states
ARAZCACOCTDCFLGAIAILINKSMAMDMEMIMNMONCNHNYOHORPATNTXVAWAWI
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.