Owen Robert Freese
Investment adviser representative at Alliancebernstein L.P.
10 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
10 years in the industry.
- Alliancebernstein L.P.Jan 2026 to now
- Nook, Inc.Jun 2025 to Nov 2025
- Oakwood Capital Securities, Inc.Jul 2024 to Dec 2024
- 49 FinancialMay 2022 to Jun 2025
- Purshe Kaplan Sterling InvestmentsMay 2022 to Jan 2024
- Rosies Bar and GrillJan 2022 to Mar 2022
- Consolidated PlanningMar 2021 to Nov 2021
- YardbirdJun 2019 to Sep 2019
- University of NebraksaAug 2018 to Jan 2022
- YardbirdMar 2018 to Aug 2018
- Olives PizzaJan 2016 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7312877
- Firm CRD
- 108477