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Benjamin David Polk

Investment adviser representative at Alliancebernstein L.P.
10 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

10 years in the industry.

  1. Alliancebernstein L.P.Jan 2025 to now
  2. Sanford C. Bernstein & Co., LLCAug 2021 to now
  3. AlliancebernsteinDec 2019 to Aug 2021
  4. UnemployedMay 2019 to Nov 2019
  5. Syracuse UniversityOct 2017 to May 2019
  6. Orlando City ScJan 2017 to Oct 2017
  7. Portland TimbersJan 2016 to Dec 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 2 states (CA, 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
7205731
Firm CRD
108477
Advisor's SEC record (opens in a new tab)
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