SS
SS

Samuel Spry

8 Years of Experience
Nashville, TN
Broker

Samuel Spry is a registered investment advisor at Sanford C. Bernstein & CO., LLC, based in Nashville, TN, with 8 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.

Loading...

Location

501 Commerce Street, Nashville, TN, 37203

Get directions

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.

Learn about disclosures →
Other Business Activities

Samuel co-owns two rental properties in Hendersonville, TN. He spends minimal time managing these properties, as he uses a third-party property management company.

Employment History
Current Registrations
Alliancebernstein L.P.
June 2023 - Present · 2 yrs 11 mos
Sanford C. Bernstein & CO., LLCBroker
June 2023 - Present · 2 yrs 11 mos
Sanford C. Bernstein & CO., LLC
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Vestwell Advisors LLC
April 2023 - May 2023 · 1 mo
Alliancebernstein L.P.
October 2018 - October 2022 · 4 yrs
Alliancebernstein Investments, INC.Broker
October 2018 - October 2022 · 4 yrs
Kestra Advisory Services, LLC
June 2017 - July 2018 · 1 yr 1 mo
Kestra Investment Services, LLCBroker
June 2017 - July 2018 · 1 yr 1 mo
Waddell & Reed
February 2016 - October 2016 · 8 mos
Waddell & ReedBroker
December 2015 - October 2016 · 10 mos
State Registrations1 state
TN
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.