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Hershil Shah

Alliancebernstein LP

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About Hershil Shah

Hershil Shah is an Investment Advisor Representative at Alliancebernstein LP. Hershil has been in the industry for over 10 years and is registered in over 30 states. Hershil has extensive experience in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Hershil holds the Series 7TO, Series 63 and Series 66 securities licenses.

Firm Information

Hershil Shah 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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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.

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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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Hershil Shah’s Registration & Firm History

NY

06/21/2023 - Present

Alliancebernstein LP (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/16/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/30/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/13/2021

Series 7TO - General Securities Representative Examination

BC

Issued 05/16/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Hershil Shah.
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