TN
TN

Theodore Nielsen

8 Years of Experience
Nashville, TN
Broker

Theodore Nielsen 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.

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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.
June 2022 - Present · 3 yrs 11 mos
Sanford C. Bernstein & CO., LLCBroker
June 2022 - Present · 3 yrs 11 mos
Sanford C. Bernstein & CO., LLC
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
August 2020 - May 2022 · 1 yr 9 mos
Fidelity Brokerage Services LLCBroker
August 2020 - May 2022 · 1 yr 9 mos
Edward Jones
August 2018 - June 2020 · 1 yr 10 mos
Edward JonesBroker
August 2018 - June 2020 · 1 yr 10 mos
Thrivent Investment Management INC.
August 2017 - August 2018 · 1 yr
Thrivent Investment Management INC.Broker
July 2017 - August 2018 · 1 yr 1 mo
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.