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Robin Murchison

Bernstein Institutional Services LLC

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About Robin Murchison

Robin Murchison is a financial professional with over 27 years of experience in the industry. Robin is currently registered with Bernstein Institutional Services LLC and is located in New York, NY. Robin has previously worked at SANFORD C. BERNSTEIN & CO., LLC, RAFFERTY CAPITAL MARKETS, LLC, SUNTRUST ROBINSON HUMPHREY, INC., JEFFERIES & COMPANY, INC., HIBERNIA SOUTHCOAST CAPITAL, INC., and LOEWENBAUM & COMPANY INCORPORATED. Robin holds several industry certifications, including the Series 7, Series 16, Series 63, Series 66, Series 86, and Series 87 exams. Robin specializes in providing financial advice to individuals and institutional clients.

Firm Information

Robin Murchison is currently registered with Bernstein Institutional Services LLC. Bernstein Institutional Services LLC is a Limited Liability Company registered with the SEC and in all 50 states, plus Puerto Rico and the Virgin Islands. The firm was formed on October 15, 2021, and has 227 registered representatives and 85 investment advisory functions. Bernstein Institutional Services LLC provides educational seminars and publishes periodicals, and offers a range of advisory services.
Bernstein Institutional Services LLC

245 PARK AVE

NEW YORK, NY 10167

Not reported

Assets Under Management

Not reported

Total Clients

152

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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Robin Murchison’s Registration & Firm History

NY

03/29/2024 - Present

Bernstein Institutional Services LLC (NEW YORK NY)

NY

03/12/2019 - 03/29/2024

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

NY

04/24/2013 - 03/16/2016

RAFFERTY CAPITAL MARKETS, LLC (GARDEN CITY NY)

TN

06/03/2005 - 11/07/2012

SUNTRUST ROBINSON HUMPHREY, INC. (NASHVILLE TN)

NY

05/01/2003 - 05/09/2005

JEFFERIES & COMPANY, INC. (NEW YORK NY)

LA

03/04/1998 - 04/16/2003

HIBERNIA SOUTHCOAST CAPITAL, INC. (NEW ORLEANS LA)

TX

02/12/1992 - 03/06/1998

LOEWENBAUM & COMPANY INCORPORATED (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 06/11/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/23/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/09/2019

Series 16 - NYSE Supervisory Analyst Examination

BC

Issued 03/16/2016

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 12/30/2004

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 02/10/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX PEARL, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Robin Murchison.
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