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Christopher Lee Terry

Sanford C. Bernstein & CO., LLC

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About Christopher Lee Terry

Christopher Terry is a financial professional with over 15 years of experience in the financial services industry. Christopher currently works at Sanford C. Bernstein & Co., LLC. Prior to joining Sanford C. Bernstein & Co., LLC, Christopher worked at MORGAN STANLEY and T3 TRADING GROUP, LLC. Christopher specializes in providing financial advice and services to pooled investment vehicles.

Firm Information

Christopher Terry is currently registered with Sanford C. Bernstein & CO., LLC. Sanford C. Bernstein & CO., LLC is a Limited Liability Company, registered with the SEC and in 53 states. It was formed on August 16, 2000, and has its main office in Nashville, TN. The firm manages between $1 billion and $10 billion in assets for various clients, including pooled investment vehicles, insurance companies, charitable organizations, high-net-worth individuals, and state or municipal government entities. Their advisory services primarily focus on portfolio management for pooled investment vehicles.
Sanford C. Bernstein & CO., LLC

501 COMMERCE STREET

NASHVILLE, TN 37203

$3.71B

Assets Under Management

Not reported

Total Clients

271

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

See schedule d, miscellaneous

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Christopher Terry’s Registration & Firm History

NY

07/09/2018 - Present

Sanford C. Bernstein & CO., LLC (NEW YORK NY)

NY

06/22/2016 - 01/03/2017

MORGAN STANLEY (NEW YORK NY)

NY

08/29/2014 - 12/07/2015

T3 TRADING GROUP, LLC (NEW YORK NY)

IL

02/26/2007 - 08/13/2007

LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)

IL

05/19/2005 - 05/27/2005

ROSENTHAL GLOBAL SECURITIES LLC (CHICAGO IL)

IL

09/04/2001 - 06/26/2002

PETERS SECURITIES CO., LP (CHICAGO IL)

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Licenses & Designations

BC

Issued 10/01/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2014

Series 7 - General Securities Representative Examination

BC

Issued 09/25/2001

Series 55 - Limited Representative-Equity Trader Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Lee Terry.
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