Morgan Stanley
47yrs
Top advisor by experience in New York
2yrs
Erick Perez
Financial advisor at Alliancebernstein
Based in New York, New York, Erick Perez is a fiduciary financial advisor with 2 years of industry experience. Erick has been with Alliancebernstein since 2026. 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 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office66 Hudson Boulevard E, New York, NY 10001
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
- Sep 2026 – nowAlliancebernstein L.P.Current firm
Contact Erick
Local office(212) 969-1000Ask for Erick. (615) 622-0000Main office · Nashville, TN 66 Hudson Boulevard ENew York, NY 10001Office · Get directions Instagram pageAlliancebernstein
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Questions to ask Erick
Tailored to Erick’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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?
My notes and scorecard
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About Erick
How do I contact Erick?
Call Erick’s local office at (212) 969-1000 or the Alliancebernstein main office at (615) 622-0000, and ask for Erick Perez.
How long has Erick been a financial advisor?
Erick has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Erick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Erick a fiduciary?
Erick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Erick 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 Erick 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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