CG
CFP
CG
CFP

Clare Golla

15 Years of Experience
West Palm Beach, FL
Broker

Clare Golla is a CFP-designated registered investment advisor at Sanford C. Bernstein & CO., LLC, based in West Palm Beach, FL, 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

777 South Flagler Drive, Suite 1601, West Palm Beach, FL, 33401

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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
March 2024 - Present · 2 yrs 4 mos
Alliancebernstein L.P.
January 2011 - Present · 15 yrs 6 mos
Sanford C. Bernstein & CO., LLC
January 2011 - Present · 15 yrs 6 mos
Sanford C. Bernstein & CO., LLCBroker
January 2011 - Present · 15 yrs 6 mos
State Registrations29 states
AZCACODCDEFLGAILINMAMDMIMNMOMTNCNJNMNVNYOHORPATNTXVAVTWAWI
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.