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Michael Jason Bagatell

Sanford C. Bernstein & CO., LLC

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About Michael Jason Bagatell

Michael Bagatell is an investment advisor with Sanford C. Bernstein & Co., LLC and has been in the industry since 1998. Michael has a range of licenses and designations that include Series 7, Series 9, Series 10, Series 31, Series 63, Series 99TO, and SIE. Michael is active in the securities industry and has been registered in Florida since 2000 and in New York since 2020.

Firm Information

Michael Bagatell 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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Michael Bagatell’s Registration & Firm History

FL

12/07/2000 - Present

Sanford C. Bernstein & CO., LLC (WEST PALM BEACH FL)

NY

03/20/1998 - 12/07/2000

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

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Licenses & Designations

BC

Issued 02/25/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/04/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 05/07/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/15/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 02/09/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Jason Bagatell.
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