NB
CFP
NB
CFP

Nathaniel Bobeck

15 Years of Experience
Seattle, WA
Broker

Nathaniel Bobeck is a CFP-designated registered investment advisor at Sanford C. Bernstein & CO., LLC, based in Seattle, WA, with 15 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

601 Union Street, Suite 4650, Seattle, WA, 98101

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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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Other Business Activities

Nathaniel is a yoga instructor at The Sweatbox Yoga in Seattle since June 2020. He dedicates minimal time to this activity, teaching yoga classes.

Employment History
Current Registrations
Sanford C. Bernstein & CO., LLCBroker
May 2014 - Present · 12 yrs 2 mos
Sanford C. Bernstein & CO., LLC
May 2014 - Present · 12 yrs 2 mos
Alliancebernstein L.P.
May 2014 - Present · 12 yrs 2 mos
Previous Registrations
Sanford C. Bernstein & CO., LLCBroker
November 2008 - December 2012 · 4 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.