Daniel P. Corello
Professional summary
Daniel Peter Corello is a registered financial advisor currently at ALLIANCEBERNSTEIN L.P. located in Dallas, Texas and SANFORD C. BERNSTEIN & CO., LLC located in Dallas, Texas.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Daniel has worked at 6 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Peter Corello's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 30, 2017 - Present
ALLIANCEBERNSTEIN L.P.
Office #1: 2000 Mckinney Avenue Suite 2100, Dallas, TX 75201May 30, 2017 - Present
SANFORD C. BERNSTEIN & CO., LLC
Office #1: 2000 Mckinney Avenue, Suite 2100, Dallas, TX 75201January 6, 2011 - June 7, 2017
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC
January 6, 2011 - June 7, 2017
FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.
November 11, 2009 - June 7, 2017
FEDERATED SECURITIES CORP.
September 8, 2008 - June 7, 2017
FEDERATED INVESTMENT COUNSELING
July 15, 2008 - June 7, 2017
FEDERATED SECURITIES CORP.
Primary Firm SEC Registration
ALLIANCEBERNSTEIN L.P.
CRD#: 108477 / SEC#: 801-56720
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/2/2024)
(7/26/2023)
(3/25/2020)
(7/21/2023)
(6/28/2022)
(7/8/2022)
(11/16/2023)
(6/8/2020)
(5/23/2025)
(8/3/2023)
(12/10/2020)
(3/25/2020)
(1/27/2021)
(8/3/2023)
(9/16/2019)
(10/4/2018)
(2/25/2020)
(6/30/2022)
(3/25/2020)
(5/30/2017)
(5/30/2017)
(3/25/2020)
(3/31/2020)
Exams
FINRA
Current Firm
ALLIANCEBERNSTEIN L.P.
CRD#: 108477 / SEC#: 801-56720
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 68,593 |
| AUM (Assets Under Management) | $ 709,162,000,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/25/2024 | ||
| 10/27/2023 |
Red Flags
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Company Information
ALLIANCEBERNSTEIN L.P.
CRD#: 108477Dallas, TX 75201TRUST BUT VERIFY
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