David Alexander Morris
Investment adviser representative at Alliancebernstein L.P.
14 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$763.4BFirm assets
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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.
- Alliancebernstein L.P.Nov 2025 to now
- Sanford C. Bernstein & Co., LLCNov 2025 to now
- The Mather Group, LLCJun 2024 to Nov 2025
- The Mather Group, LLCJan 2021 to May 2024
- Parkside Mill, IncMay 2020 to Jan 2021
- The North Highland Company, LLCMay 2017 to Aug 2018
- Full-time StudentJan 2012 to May 2020
Designations
- CFP® certification
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7098592
- Firm CRD
- 108477