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Laurie Anne Atkins

Investment adviser representative at Alliancebernstein L.P.
14 yearsExperience
3 statesRegistered in
$763.4BFirm assets
27 yearsFirm in business

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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

14 years in the industry.

  1. Alliancebernstein L.P.Feb 2021 to now
  2. Sanford C. Bernstein & Co., LLCDec 2020 to now
  3. JPMorgan Chase Bank NASep 2018 to Nov 2020
  4. JPMorgan Securities LLCSep 2018 to Nov 2020
  5. J.P. Morgan Securities LLCOct 2012 to Sep 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2009
  • Series 66 · Uniform Combined State Law2014

State registrations

Registered as an investment adviser representative in 3 states (FL, TN, 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
5726159
Firm CRD
108477
Advisor's SEC record (opens in a new tab)
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