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WB

William P. Bijesse

Some features on this profile are disabled
CRD#: 2526367
WB

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William Peter Bijesse, who also goes by Bill Bijesse, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1994. William had worked at 7 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 31, Series 7, Series 3 and Series 30 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Bill Bijesse

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

October 16, 2017 - February 11, 2021

ALLIANCEBERNSTEIN L.P.

RIA
CRD#: 108477
Boston, MA
Past

September 18, 2017 - February 11, 2021

SANFORD C. BERNSTEIN & CO., LLC

BD
CRD#: 104474
Boston, MA
Past

November 11, 2004 - September 29, 2011

EIM SECURITIES (USA) INC.

BD
CRD#: 40065
NEW YORK, NY
Past

October 1, 1997 - June 4, 1999

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

July 3, 1997 - October 1, 1997

MONTGOMERY SECURITIES

BD
CRD#: 4357
SAN FRANCISCO, CA
Past

April 2, 1997 - July 15, 1997

ABN AMRO SECURITIES LLC

BD
CRD#: 6540
NEW YORK, NY
Past

August 25, 1994 - January 2, 1997

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AL
ALLIANCEBERNSTEIN L.P.
ALLIANCE CAPITAL MANAGEMENT L P | ALLIANCEBERNSTEIN L.P.

CRD#: 108477 / SEC#: 801-56720

RIA
Registered Investment Advisory firm - (8/13/1999 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/28/2017
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 4/15/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/9/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 10/3/2017
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 9/18/2017
General Securities Representative Examination
General Industry/Product Exam
RR
Series 3
Date: 1/10/2008
National Commodity Futures Examination
Principal/Supervisory Exam
RR
Series 30
Date: 9/25/2015
NFA Branch Manager Examination

Current Firm

AL
ALLIANCEBERNSTEIN L.P.
ALLIANCE CAPITAL MANAGEMENT L P | ALLIANCEBERNSTEIN L.P.

CRD#: 108477 / SEC#: 801-56720

RIA
Registered Investment Advisory firm - (8/13/1999 Approved)
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Contact information

Main Address
501 Commerce Street, Nashville, TN 37203
Mailing Address
Phone number
(615) 622-0000
Established
Firm type
Fiscal year end
# of Employees
3,994

SEC notice filing (51 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PRIVATE CLIENT FORM ADV BROCHURE (3/28/2025)
INSTITUTIONAL FORM ADV BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts68,593
AUM (Assets Under Management)$ 709,162,000,000

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/25/2024
Cover Page
Report
10/27/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

ALLIANCEBERNSTEIN L.P.

CRD#: 108477

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