Callie Nicole Shanley
Investment adviser representative at Alliancebernstein L.P.
12 yearsExperience
4 statesRegistered in
$763.4BFirm assets
27 yearsFirm in business
Are you Callie Nicole Shanley? Claim your profile
Contact this firm
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
12 years in the industry.
- Alliancebernstein L.P.Aug 2022 to now
- Sanford C. Bernstein & Co., LLCSep 2018 to now
- University of DelawareJun 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 4 states (FL, MA, NY, 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
- 7022760
- Firm CRD
- 108477