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Benjamin Donald Goetsch

Investment adviser representative at Alliancebernstein L.P.
14 yearsExperience
2 statesRegistered in
CFADesignation
$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

14 years in the industry.

  1. Alliancebernstein L.P.Apr 2022 to now
  2. Sanford C. Bernstein & Co. LLCFeb 2022 to now
  3. City National RochdaleDec 2018 to Feb 2022
  4. Northern Trust Management Services LimitedMar 2017 to Dec 2018
  5. Northern Trust CorporationSep 2012 to Mar 2017

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022

State registrations

Registered as an investment adviser representative in 2 states (CT, NY).

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
7517673
Firm CRD
108477
Advisor's SEC record (opens in a new tab)
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