WB
CFP
WB
CFP

William Bishop

8 Years of Experience
Stamford, CT
Broker

William Bishop is a CFP-designated registered investment advisor at Alliancebernstein L.P., based in Stamford, CT, with 8 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 30,285 clients with $760B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
515 advisors
Number of Clients
30,285 clients
Average Client Portfolio
$25.2M average
Assets Under Management
$763.4B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.85%
$500K - $1.0M1.50%
$1.0M - $2.0M1.25%
$2.0M - $3.0M1.20%
$3.0M - $5.0M1.10%
$5.0M - $10.0M1.05%
$10.0M - $25.0M0.90%
$25.0M - $50.0M0.75%
$50M+0.65%

Rates reflect return-seeking and diversifying assets. Accounts between $1 million and $5 million are subject to an additional 0.25% administrative and servicing charge on the first $3 million of applicable assets. Other asset classes and strategies have separate fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

290 Harbor Drive, Stamford, CT, 06902

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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., LLC
May 2026 - Present · 5 mos
Alliancebernstein L.P.
May 2026 - Present · 5 mos
Sanford C. Bernstein & CO., LLCBroker
May 2026 - Present · 5 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - May 2026 · 1 yr 2 mos
Fidelity Personal and Workplace Advisors
May 2023 - March 2025 · 1 yr 10 mos
Fidelity Brokerage Services LLCBroker
May 2023 - May 2026 · 3 yrs
MML Investors Services, LLC
September 2020 - April 2023 · 2 yrs 7 mos
MML Investors Services, LLCBroker
April 2018 - April 2023 · 5 yrs
Nylife Securities LLCBroker
January 2018 - March 2018 · 2 mos
State Registrations1 state
CT
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.
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