DV
DV

Dominic Venella

2 Years of Experience
Philadelphia, PA
Broker

Dominic Venella is a registered investment advisor at Alliancebernstein L.P., based in Philadelphia, PA, with 2 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

1735 Market Street, Suite 3800, Philadelphia, PA, 19103

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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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Other Business Activities

Dominic works as a server at Augusta National Golf Club, providing customer service. This is a non-investment related activity, and he works 100 hours only in the month of April.

Employment History
Current Registrations
Alliancebernstein L.P.
April 2024 - Present · 2 yrs 5 mos
Sanford C. Bernstein & CO., LLCBroker
April 2024 - Present · 2 yrs 5 mos
Sanford C. Bernstein & CO., LLC
April 2024 - Present · 2 yrs 5 mos
Previous Registrations
Equitable Advisors, LLCBroker
September 2023 - January 2024 · 4 mos
State Registrations1 state
PA
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.
Dominic Venella - Financial Advisor | TrueAdvisor