Christine Millen
Christine Millen is a registered investment advisor at Sanford C. Bernstein & CO., LLC, based in Cleveland, OH, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
127 Public Square, Suite 5000, Cleveland, OH, 44114
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christine is the managing member of CWM Capital, LLC, established to receive life and disability insurance commissions from previous sales. The LLC also owns M Financial Group stock awarded through an incentive compensation plan.
Employment History
Current Registrations
Sanford C. Bernstein & CO., LLC
Alliancebernstein L.P.
Sanford C. Bernstein & CO., LLCBroker
Previous Registrations
Enza Financial, LLC
M Holdings Securities, INC.Broker
State Registrations1 state
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