RF
RF

Ruben Ferrer

7 Years of Experience
Miami, FL
Broker

Ruben Ferrer is a registered investment advisor at Alliancebernstein L.P., based in Miami, FL, with 7 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

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.
October 2024 - Present · 1 yr 7 mos
Sanford C. Bernstein & CO., LLC
October 2024 - Present · 1 yr 7 mos
Sanford C. Bernstein & CO., LLCBroker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Morgan Stanley
March 2022 - October 2024 · 2 yrs 7 mos
Morgan StanleyBroker
March 2022 - October 2024 · 2 yrs 7 mos
J.P. Morgan Securities LLC
January 2022 - February 2022 · 1 mo
J.P. Morgan Securities LLCBroker
December 2021 - February 2022 · 2 mos
Morgan Stanley
September 2019 - September 2021 · 2 yrs
Morgan StanleyBroker
May 2019 - September 2021 · 2 yrs 4 mos
Citigroup Global Markets INC.Broker
November 2018 - May 2019 · 6 mos
State Registrations4 states
CTFLMSWY
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.
Ruben Ferrer - Financial Advisor | TrueAdvisor