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Matthew David Palazzolo

Alliancebernstein LP

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About Matthew David Palazzolo

Matthew Palazzolo is a financial advisor registered with Alliancebernstein LP. Matthew is also registered as an investment advisor representative in New York. Matthew has been working in the financial industry since August 10, 2010. Matthew has experience at Prudential Equity Group, LLC and Electronic Trading Group, LLC. Matthew is a Chartered Financial Analyst.

Firm Information

Matthew Palazzolo 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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Matthew Palazzolo’s Registration & Firm History

NY

09/05/2023 - Present

Alliancebernstein LP (NEW YORK NY)

NY

05/26/2005 - 04/09/2007

PRUDENTIAL EQUITY GROUP, LLC (NEW YORK NY)

NY

10/23/1998 - 07/02/2003

ELECTRONIC TRADING GROUP, LLC (NEW YORK NY)

NJ

11/13/1997 - 10/28/1998

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 11/29/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/12/2018

Series 7 - General Securities Representative Examination

BC

Issued 07/18/2005

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 07/18/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 04/02/1999

Series 55 - Limited Representative-Equity Trader Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew David Palazzolo.
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