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William Samuel Davis

Investment adviser representative at Alliancebernstein L.P.
15 yearsExperience
2 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

15 years in the industry.

  1. Alliancebernstein L.P.Apr 2022 to now
  2. Alliancebernstein Investments, Inc.Jan 2022 to now
  3. University of Tennessee, KnoxvilleAug 2021 to Dec 2021
  4. Carroll Financial AssociatesMay 2021 to Aug 2021
  5. University of Tennessee, KnoxvilleAug 2019 to May 2021
  6. State FarmMay 2019 to Aug 2019
  7. University of Tennessee, KnoxvilleAug 2018 to May 2019
  8. Signal Mountain NurseryMay 2018 to Aug 2018
  9. Signal Mountain Middle High SchoolAug 2011 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 2 states (MD, TN).

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
7061522
Firm CRD
108477
Advisor's SEC record (opens in a new tab)
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