Julia Marie Bonaccorso
Investment adviser representative at Alliancebernstein L.P.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Alliancebernstein L.P.Feb 2024 to now
- Bernstein Private Wealth ManagementJan 2024 to now
- Charles Schwab & Co., Inc.Jun 2020 to Jan 2024
- Charles Schwab Bank, SsbJun 2020 to Jan 2024
- Chartwell Strategy GroupJun 2019 to Aug 2019
- Gettysburg College AdmissionsMar 2019 to Apr 2020
- Suffolk Group LLCMay 2018 to Aug 2018
- Singing Beach ClubMay 2017 to Aug 2018
- Massachusetts State HouseMay 2017 to Aug 2017
- Gettysburg CollegeAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7268379
- Firm CRD
- 108477