Daniel Whittle
Investment adviser representative at Alliancebernstein L.P.
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$763.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsSubscriptionFixed or flat feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Alliancebernstein L.P.Mar 2026 to now
- Bernstein Private Wealth ManagementMar 2026 to now
- Northern TrustNov 2021 to Mar 2026
- Fidelity InvestmentsSep 2011 to Nov 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Alliancebernstein L.P.
$763.4BAssets managed
30,285Clients
516Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5202951
- Firm CRD
- 108477