Ryan Bordelon
Ryan Bordelon is a registered investment advisor at Sanford C. Bernstein & CO., LLC, based in San Diego, CA, with 10 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
4365 Executive Drive, Suite 700, San Diego, CA, 92121
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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 Activities
Ryan is an advisory board member for Copia Wealth Studios Inc., a software platform for data aggregation and document storage, since 2021. Ryan spends minimal time per month in this role, providing feedback on new ideas and tools.
Employment History
Current Registrations
Sanford C. Bernstein & CO., LLC
Alliancebernstein L.P.
Sanford C. Bernstein & CO., LLCBroker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations33 states
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