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William Campbell Dugdale

Investment adviser representative at Alliancebernstein L.P.
13 yearsExperience
4 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

13 years in the industry.

  1. Alliancebernstein L.P.Oct 2018 to now
  2. Sanford C. Bernstein & Co., LLCAug 2018 to now
  3. Brown AdvisoryJan 2013 to Aug 2018

Exams passed

  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 4 states (DE, FL, PA, 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
7005977
Firm CRD
108477
Advisor's SEC record (opens in a new tab)
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