AM
CFA
AM
CFA

Anthony Milanese

16 Years of Experience
Miami, FL
Broker

Anthony Milanese is a CFA-designated registered investment advisor at Alliancebernstein L.P., based in Miami, FL, with 16 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

701 Brickell Avenue, Suite 2240, Miami, FL, 33131

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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.
February 2016 - Present · 10 yrs 3 mos
Sanford C. Bernstein & CO., LLC
July 2010 - Present · 15 yrs 10 mos
Sanford C. Bernstein & CO., LLCBroker
July 2010 - Present · 15 yrs 10 mos
Previous Registrations
Ing Financial Partners, INC.Broker
December 2008 - September 2009 · 9 mos
State Registrations25 states
ALAZCACOCTDCFLGAILKYMAMDMIMNNCNJNVNYOHORPARITNTXVA
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.
Anthony Milanese - Financial Advisor | TrueAdvisor