Katharine Wingfield Flory
Investment adviser representative at Alliancebernstein L.P.
13 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
13 years in the industry.
- Alliancebernstein L.P.Jan 2026 to now
- Alliance BernsteinJan 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2021 to Dec 2025
- Bank of America Merrill LynchJun 2020 to Aug 2020
- BumbleAug 2018 to Jan 2019
- Ymca Camp High HarbourJun 2018 to Aug 2019
- Washington and Lee UniversitySep 2017 to May 2021
- Dorm DecorApr 2017 to Dec 2017
- Ymca Camp High HarbourJun 2015 to Aug 2017
- Darlington SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (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
- 7260775
- Firm CRD
- 108477