linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel Morgan Weisman

Alliancebernstein LP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel Morgan Weisman

Daniel Weisman is an investment advisor representative with Alliancebernstein LP in Nashville, Tennessee. Daniel has been in the industry since August 12, 2019, and holds multiple licenses, including Series 31, SIE, and Series 7TO. Daniel is also registered as an investment advisor representative in multiple states including Florida, Tennessee, and Texas.

Firm Information

Daniel Weisman is currently registered with Alliancebernstein LP. AllianceBernstein LP is a leading global investment management firm with over $651.48 billion in regulatory assets under management. The firm provides a range of advisory services, including portfolio management for individuals, businesses, and investment companies. Their client base includes high-net-worth individuals, insurance companies, investment companies, charitable organizations, and state or municipal government entities. The firm is headquartered in Nashville, TN.
Alliancebernstein LP

501 COMMERCE STREET

NASHVILLE, TN 37203

$651.48B

Assets Under Management

19

Total Clients

447

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

asset allocation

Asset allocation

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.

check

fixed fees

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

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

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

check

performance-based fees

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel Weisman’s Registration & Firm History

TN

10/08/2023 - Present

Alliancebernstein LP (Nashville TN)

Not sure if Daniel Morgan Weisman is right for you?

Licenses & Designations

BC

Issued 10/17/2019

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/12/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/21/2019

Series 31 - Futures Managed Funds Examination

BC

Issued 06/14/2019

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/2019

Series 7TO - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Morgan Weisman.
Not sure if Daniel Morgan Weisman is right for you?