Sara Danielle Spence
Investment adviser representative at Alliancebernstein L.P.
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Alliancebernstein L.P.May 2024 to now
- Alliance BernsteinMay 2024 to now
- Raymond James Financial Services, IncApr 2019 to now
- Sds Financial, LLCApr 2019 to now
- Wealth Strategies PartnersApr 2019 to now
- Servisfirst BankDec 2014 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (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
- 7093364
- Firm CRD
- 108477