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Jennifer Ann Romano

Sanford C. Bernstein & CO., LLC

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About Jennifer Ann Romano

Jennifer Romano is a financial professional with over 15 years of experience in the financial services industry. Jennifer has a strong background in investments and has held positions at various financial institutions, including Citigroup Global Markets Inc. and Sanford C. Bernstein & Co., LLC. Jennifer is a registered representative with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, 7, and SIE licenses. Jennifer is also a licensed agent in the state of New York. Jennifer is currently employed at Sanford C. Bernstein & Co., LLC, a leading investment management firm. Jennifer's expertise lies in portfolio management and investment advisory services.

Firm Information

Jennifer Romano 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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Jennifer Romano’s Registration & Firm History

NY

07/25/2022 - Present

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

NY

02/05/2008 - 07/30/2019

SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)

NY

05/29/2007 - 07/30/2007

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

03/31/2005 - 05/29/2007

CITICORP INVESTMENT SERVICES (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/01/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/2008

Series 7 - General Securities Representative Examination

BC

Issued 03/30/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Ann Romano.
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