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Shaina Kate Olson

Sanford C. Bernstein & CO., LLC

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About Shaina Kate Olson

Shaina Olson is an investment advisor representative registered with Sanford C. Bernstein & Co., LLC. Shaina has been in the financial services industry since May 2007. She is a licensed securities professional with Series 63, Series 7, Series 9, Series 10, and SIE exams. Shaina has also been registered as a securities professional in New York. Previously, Shaina was employed with Ameriprise Financial Services, INC. Shaina Olson is currently employed at Sanford C. Bernstein & Co., LLC, where she is associated with the firm's New York office.

Firm Information

Shaina Olson 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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Shaina Olson’s Registration & Firm History

NY

07/11/2008 - Present

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

MN

04/25/2007 - 06/20/2008

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 06/04/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/13/2019

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/21/2019

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/23/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shaina Kate Olson.
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