Morgan Stanley
47yrs
Top advisor by experience in District of Columbia
2yrs
Sofia Dieppa
Financial advisor at Alliancebernstein
Based in Washington, District of Columbia, Sofia Dieppa is a fiduciary financial advisor with 2 years of industry experience. Sofia has been with Alliancebernstein since 2026; before that, Sofia spent a year at Sterling Capital Management. 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 1327 advisors with offices in Washington, and one of 1282 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office800 Connecticut Avenue, N.W. Suite 1100, Washington, DC 20006
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.
Series 66Uniform Combined State Law Examination
Career
- Sep 2026 – nowAlliancebernstein L.P.Current firm
- Feb 2025 – Jul 2026Sterling Capital Management LLCPreviously
Contact Sofia
(615) 622-0000Firm headquarters in Nashville, TN. Ask for Sofia. 800 Connecticut Avenue, N.W. Suite 1100Washington, DC 20006Office · Get directions Instagram pageAlliancebernstein
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Questions to ask Sofia
Tailored to Sofia’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 Sofia
How do I contact Sofia?
Call Alliancebernstein at (615) 622-0000 and ask for Sofia Dieppa. Sofia works from the Washington, DC office.
How long has Sofia been a financial advisor?
Sofia has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Sofia hold?
Series 66. Tap any license on this page to see what it allows.
Is Sofia a fiduciary?
Sofia is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sofia 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 Sofia 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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