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John P. Schmidt

ALLIANCEBERNSTEIN INVESTMENTS
NEW YORK, NY 10001
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CRD#: 1310298
JS

Professional summary


John Patrick Schmidt is a registered financial professional currently at ALLIANCEBERNSTEIN INVESTMENTS, INC. located in New York, New York.

John is registered as a RR (Registered Representative) and started their career in finance in 1984. John has worked at 10 firms and has passed the Series 63, SIE, Series 7, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view John Patrick Schmidt's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 27, 1998 - Present

ALLIANCEBERNSTEIN INVESTMENTS, INC.

Office #1: 66 Hudson Boulevard E, New York, NY 10001
BD
CRD#: 14549
NEW YORK, NY
Past

March 5, 2014 - December 22, 2022

SANFORD C. BERNSTEIN & CO., LLC

BD
CRD#: 104474
NEW YORK, NY
Past

April 10, 1995 - April 6, 1998

STATE STREET RESEARCH INVESTMENT SERVICES, INC.

BD
CRD#: 17580
BOSTON, MA
Past

September 20, 1988 - April 6, 1995

THE ADVISORS GROUP, INC.

BD
CRD#: 14035
BETHESDA, MD
Past

December 23, 1987 - September 7, 1988

MERIT CAPITAL CORPORATION

BD
CRD#: 7670
DES MOINES, IA
Past

April 27, 1987 - December 8, 1987

RICHARD ROBERTS CAPITAL CORP.

BD
CRD#: 15465
Past

December 11, 1986 - April 22, 1987

SECURITIES RESOURCE GROUP, LTD.

BD
CRD#: 6037
Past

September 3, 1986 - November 5, 1986

FIRST AMERICAN BILTMORE SECURITIES, INC.

BD
CRD#: 17585
Past

June 3, 1986 - July 8, 1986

FIRST AMERICAN BILTMORE SECURITIES, INC.

BD
CRD#: 17585
Past

July 25, 1985 - August 26, 1986

SECURITIES NETWORK, INC.

BD
CRD#: 8671
Past

October 16, 1984 - June 26, 1985

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(4/27/1998)
RR
Michigan
(1/3/2013)

Exams


State Security Law Exam
RR
Series 63
Date: 11/7/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AI
ALLIANCEBERNSTEIN INVESTMENTS, INC.
ALLIANCE FUND DISTRIBUTORS | ALLIANCEBERNSTEIN INVESTMENTS, INC. | ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. | ALLIANCE FUND DISTRIBUTORS, INC.

CRD#: 14549 / SEC#: , 8-30851

BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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Contact information


Main Address
501 Commerce Street, Nashville, TN 37203
Mailing Address
501 Commerce Street, Nashville, TN 37203
Phone number
(800) 251-0539
Established
Delaware since 11/15/1983
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
ALLIANCEBERNSTEIN CORPORATION OF DELAWARE ("ABCD")PARENT OF REGISTRANT
ARCHARD, NOEL CHRISTIANHEAD OF ETF AND PORTFOLIO SOLUTIONS2563745
GESSNER, MARK ANDREWCHIEF EXECUTIVE OFFICER2447287
KRUEGER, GARY MICHAELDIRECTOR, CHIEF FINANCIAL OFFICER2840211
MANLEY, MARK RANDALLDIRECTOR AND CORPORATE SECRETARY1294370
WRIGHT, DANIEL EUGENECHIEF COMPLIANCE OFFICER2204732

Disclosures


Regulatory Event5

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ALLIANCEBERNSTEIN INVESTMENTS, INC.

CRD#: 14549New York, NY 10001

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