TM
CFA
TM
CFA

Tully Mcgowan

18 Years of Experience
New York, NY
Broker

Tully Mcgowan is a CFA-designated registered investment advisor at Alliancebernstein L.P., based in New York, NY, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 26,445 clients with $710B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
507 advisors
Number of Clients
26,445 clients
Average Client Portfolio
$26.8M average
Assets Under Management
$709.2B

Fee Structure

Minimum Investment:$1M

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.

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Location

66 Hudson Boulevard East, New York, NY, 10001

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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
Alliancebernstein L.P.
September 2010 - Present · 15 yrs 8 mos
Sanford C. Bernstein & CO., LLC
May 2007 - Present · 19 yrs
Sanford C. Bernstein & CO., LLCBroker
May 2007 - Present · 19 yrs
State Registrations26 states
AKAZCACOCTDCDEFLIDILMAMDMEMINCNHNJNYPARITNTXUTVAVTWA
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.