UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
5yrs
Benjamin Joseph
Financial advisor at Alliancebernstein
Based in Dallas, Texas, Benjamin Joseph is a fiduciary financial advisor with 5 years of industry experience. Benjamin has been with Alliancebernstein since 2024. Alliancebernstein offers financial planning, investment management, and private fund management and is paid through a percentage of assets, subscription fees, and flat fees.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office2000 McKinney Avenue, Suite 2100, Dallas, TX 75201
How the firm is paid ?Percent of assets, Subscription, Flat fee, Commissions, Performance fee
Typical client at the firm ?$3.03 million
Advisors at the firm516
States licensed ?1 state
Services through Alliancebernstein
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowAlliancebernstein L.P.Current firm
Contact Benjamin
2000 McKinney Avenue, Suite 2100Dallas, TX 75201Office · Get directions Firm main line(615) 622-0000Headquarters: Alliancebernstein · Nashville, TN Instagram pageAlliancebernstein
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Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Benjamin
How do I contact Benjamin?
Call Alliancebernstein at (615) 622-0000 and ask for Benjamin Joseph. Benjamin works from the Dallas, TX office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Benjamin hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin paid?
Alliancebernstein reports being paid by a percentage of the assets they manage, subscription fees, flat or fixed fees, commissions on some products, a share of investment gains. Ask Benjamin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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