Caleb Hanie is a registered investment advisor at Sanford C. Bernstein & CO., LLC, based in Dallas, TX, with 6 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2000 Mckinney Avenue, Suite 2100, Dallas, TX, 75201
Get directionsHistory
Regulatory History
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
Caleb is an investor in Rocksolid, LLC, a sporting goods provider, and owns shares in PracticeHero, a sports field rental platform. He also serves as an independent contractor/consultant for Quint Events and the Chicago Bears Football Club, making celebrity appearances, and actively manages a short-term rental property with his wife in Oklahoma. These activities require minimal time commitment.
Employment History
Current Registrations
Sanford C. Bernstein & CO., LLC
Alliancebernstein L.P.
Sanford C. Bernstein & CO., LLCBroker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations17 states
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.