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Steven Gene Morgan

Alliancebernstein LP

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About Steven Gene Morgan

Steven Morgan is a financial advisor with over 20 years of experience in the industry. Steven is currently registered with Alliancebernstein LP and is licensed in 27 states. Steven has a strong track record of success in providing investment advice and portfolio management services to a wide range of clients, including individuals, families, businesses, and institutions. Steven holds the Series 66, Series 7, and Series 31 licenses.

Firm Information

Steven Morgan 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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Steven Morgan’s Registration & Firm History

CA

11/04/2013 - Present

Alliancebernstein LP (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 10/18/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/31/2001

Series 7 - General Securities Representative Examination

BC

Issued 09/19/2001

Series 31 - Futures Managed Funds Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Gene Morgan.
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