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David S Barnard

SANFORD C. BERNSTEIN & CO., LLC·NASHVILLE, Tennessee
SIE, Series 7, Series 9, Series 10, Series 16, Series 24, Series 57TO, Series 63, Series 99TOClean recordSANFORD C. BERNSTEIN & CO., LLC
150 4TH AVENUE NORTH, NASHVILLE, TN 37219CRD# 3139549Firm CRD# 104474

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David S Barnard · NASHVILLE, TN
Registration
CRD #3139549 · SANFORD C. BERNSTEIN & CO., LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 10
Series 16
Series 24
Series 57TO
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SANFORD C. BERNSTEIN & CO., LLC
CRD 104474 · SEC 801-57937
AUM
$3.7B
Regulatory assets under management
Employees
0
33 client accounts
Services offered by SANFORD C. BERNSTEIN & CO., LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at SANFORD C. BERNSTEIN & CO., LLC →
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Frequently Asked Questions

What services does David S Barnard offer?
David S Barnard specializes in Retirement Planning. Contact their office in NASHVILLE, Tennessee for a consultation.
What are David S Barnard's credentials?
David S Barnard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David S Barnard located?
David S Barnard is based in NASHVILLE, Tennessee, working with SANFORD C. BERNSTEIN & CO., LLC. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.
How does David S Barnard charge for services?
David S Barnard's firm is compensated through percentage of aum, fixed fees, subscription fees, commissions, performance-based fees, other: see schedule d, miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SANFORD C. BERNSTEIN & CO., LLC?
SANFORD C. BERNSTEIN & CO., LLC is a registered investment adviser with the SEC, managing $3.7B in regulatory assets under management. See their Form ADV for full details.
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