William Joseph O'kane
Investment adviser representative at Alliancebernstein L.P.
7 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
7 years in the industry.
- Alliancebernstein L.P.Mar 2026 to now
- Sanford C. Bernstein & Co., LLCDec 2021 to now
- The Vanguard Group, Inc.Jun 2021 to Dec 2021
- Fairfield UniversitySep 2019 to May 2021
- Fairfield University RecreationSep 2019 to May 2021
- UnemployedMay 2019 to Aug 2019
- St. Joseph's UniversityAug 2018 to May 2019
- Sensational Hosts CateringJun 2018 to May 2019
- Cherry Hill East Boy's BasketballMay 2018 to Jul 2018
- Fairfield UniversitySep 2017 to May 2018
- UnemployedSep 2017 to May 2018
- Hill ArchiveJun 2017 to Aug 2017
- Cutco CorporationMay 2017 to Jul 2017
- Cherry Hill East High SchoolSep 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7403911
- Firm CRD
- 108477