Geraldine Lirio
Investment adviser representative at Alliancebernstein L.P.
12 yearsExperience
1 stateRegistered in
$763.4BFirm assets
27 yearsFirm in business
Are you Geraldine Lirio? Claim your profile
Contact this firm
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
12 years in the industry.
- Alliancebernstein L.P.Jun 2025 to now
- ConcreitSep 2022 to May 2025
- Anchor AgencyJun 2019 to Dec 2024
- Pacific Crest Real EstateSep 2017 to Aug 2019
- Keller Williams RealtyAug 2014 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 8114836
- Firm CRD
- 108477