RICHARD BERNSTEIN ADVISORS LLC

NEW YORK, New York·11 registered advisors·CRD# 153577
SEC# 801-715010212-692-4000
01

Firm Overview

AUM
$5.2B
Regulatory assets under management
Employees
35
Total firm employees
Advisors
11
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Market timing services
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Investment ManagementRetirement Planning
04

Advisors at RICHARD BERNSTEIN ADVISORS LLC

11 registered advisors
Barbara Tarbel
NEW YORK, New York
Charles Roy Simon
NEW YORK, New York
Dan James Suzuki
NEW YORK, New York
Frank Matthew Griswold
NEW YORK, New York
John Joseph Mccombe
NEW YORK, New York
John Raymond Reagan
NEW YORK, New York
Lisa Kirschner
NEW YORK, New York
Michael Harris Meyer
NEW YORK, New York
Philip Stephen Goldfarb
NEW YORK, New York
Richard Nmn Bernstein
NEW YORK, New York
Vincent Michael Marra
NEW YORK, New York
05

Office Locations

NEW YORK, New York
11 advisors

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Data sourced from SEC Form ADV filings. RICHARD BERNSTEIN ADVISORS LLC (CRD# 153577) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.