MW
MW

Matthew Whitehurst

9 Years of Experience
Nashville, TN
Broker

Matthew Whitehurst is a registered investment advisor at Alliancebernstein L.P., based in Nashville, TN, with 9 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

501 Commerce Street, Nashville, TN, 37203

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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.
May 2023 - Present · 3 yrs
Alliancebernstein Investments, INC.
May 2023 - Present · 3 yrs
Alliancebernstein Investments, INC.Broker
May 2023 - Present · 3 yrs
Previous Registrations
LPL Financial LLC
September 2017 - January 2023 · 5 yrs 4 mos
LPL Financial LLCBroker
August 2017 - January 2023 · 5 yrs 5 mos
Vanguard Marketing CorporationBroker
August 2015 - October 2016 · 1 yr 2 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.
Matthew Whitehurst - Financial Advisor | TrueAdvisor