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Natalie Kalter

Sanford C. Bernstein & CO., LLC

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About Natalie Kalter

Natalie Kalter is a financial professional with over a year of experience in the financial services industry. Natalie is currently registered with Sanford C. Bernstein & CO., LLC, a firm that specializes in investment management services. Prior to joining Sanford C. Bernstein & CO., LLC, Natalie worked at William Blair, a firm that also specializes in investment management services. Natalie has a broad range of experience in the financial services industry, having passed the Series 63, Series 7TO, Series 87, and SIE exams. Natalie is committed to providing her clients with the highest level of service and expertise.

Firm Information

Natalie Kalter 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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Natalie Kalter’s Registration & Firm History

NY

03/01/2024 - Present

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

IL

09/01/2022 - 08/30/2023

WILLIAM BLAIR (CHICAGO IL)

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Licenses & Designations

BC

Issued 10/14/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/07/2023

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 09/01/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/03/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Natalie Kalter.
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