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Gina Ellen

Sanford C. Bernstein & CO., LLC

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About Gina Ellen

Gina Ellen is a financial advisor with over 6 years of experience in the industry. Gina Ellen currently works for Sanford C. Bernstein & CO., LLC, located in San Diego, California. Before joining Sanford C. Bernstein & CO., LLC, Gina Ellen worked for Wells Fargo Advisors Financial Network, LLC and Woodbury Financial Services, Inc. Gina Ellen has a Series 7 and Series 66 license and is a Certified Financial Planner. Gina Ellen is passionate about helping her clients achieve their financial goals.

Firm Information

Gina Ellen 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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Gina Ellen’s Registration & Firm History

CA

06/06/2024 - Present

Sanford C. Bernstein & CO., LLC (SAN DIEGO CA)

CA

04/23/2021 - 07/07/2023

WOODBURY FINANCIAL SERVICES, INC. (CARLSBAD CA)

CA

12/19/2017 - 03/31/2021

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LA JOLLA CA)

CA

08/02/2017 - 11/24/2017

TD AMERITRADE, INC. (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 08/17/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gina Ellen.
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