RD
CFA
RD
CFA

Robert Dietz

20 Years of Experience
Minneapolis, MN
Broker

Robert Dietz is a CFA-designated registered investment advisor at Sanford C. Bernstein & CO., LLC, based in Minneapolis, MN, with 20 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

225 South Sixth Street, Suite 2500, Minneapolis, MN, 55402

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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., LLC
May 2006 - Present · 20 yrs
Alliancebernstein L.P.
May 2006 - Present · 20 yrs
Sanford C. Bernstein & CO., LLCBroker
May 2006 - Present · 20 yrs
Previous Registrations
Cri Securities, LLCBroker
July 2005 - December 2005 · 5 mos
Securian Financial Services, INC.Broker
July 2005 - December 2005 · 5 mos
State Registrations1 state
MN
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.