CB
CFP
CB
CFP

Cecily Bolding

3 Years of Experience
Dallas, TX
Broker

Cecily Bolding is a CFP-designated registered investment advisor at Sanford C. Bernstein & CO., LLC, based in Dallas, TX, with 3 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

2000 McKinney Avenue, Dallas, TX, 75201

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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 2025 - Present · 1 yr 2 mos
Alliancebernstein L.P.
May 2025 - Present · 1 yr 2 mos
Sanford C. Bernstein & CO., LLCBroker
May 2025 - Present · 1 yr 2 mos
Previous Registrations
Northern Trust Securities, INC.Broker
April 2025 - April 2025 · 0 mos
Northern Trust Securities, INC.Broker
July 2020 - March 2023 · 2 yrs 8 mos
State Registrations8 states
CACODEFLNYSDTNTX
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.