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Timothy Schlatter

13 Years of Experience
Los Angeles, CA
Broker

Timothy Schlatter is a registered investment advisor at Sanford C. Bernstein & CO., LLC, based in Los Angeles, CA, with 13 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

1999 Avenue of the Stars, Suite 2150, Los Angeles, CA, 90067

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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., LLCBroker
March 2016 - Present · 10 yrs 6 mos
Alliancebernstein L.P.
March 2016 - Present · 10 yrs 6 mos
Sanford C. Bernstein & CO., LLC
March 2016 - Present · 10 yrs 6 mos
Previous Registrations
Lincoln Financial Advisors Corporation
December 2012 - March 2016 · 3 yrs 3 mos
Lincoln Financial Advisors CorporationBroker
August 2012 - March 2016 · 3 yrs 7 mos
State Registrations23 states
AZCACODCFLHIILMAMINMNVNYOHOKORPAPRSDTNTXUTWAWI
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.