Thomas Perkins
Financial advisor at Alliancebernstein LP
Last updated 2026-10-10
Claim your profileThomas Perkins is a financial advisor at Alliancebernstein LP, CRD 7793060. Licenses and exams on the registration: Series 66, Series 63. IAPD registration began 2025-05-20.
Registration
- CRD number
- 7793060
- Registration status
- Active
- IAPD registration
- 2025-05-20
- Industry Experience
- 1 year
- Work Experience
- 13 years
- States registered
- IL
Licenses and exams
- Series 66
- Series 63
Work history
- 2023-07 to 2025-05 · J.P. Morgan Securities LLC · Chicago, IL
- 2022-06 to 2022-08 · Bdo USA · Troy, MI
- 2021-06 to 2021-08 · Rx Savings Solutions · Overland Park, KS
- 2019-06 to 2020-08 · Grosse Pointe Yacht Club · Grosse Pointe Farms, MI
- 2019-08 to 2023-05 · Indiana University Bloomington · Bloomington, IN
- 2019-05 to 2019-08 · Trion Solutions, Inc. · Grosse Pointe Farms, MI
- 2013-07 to 2019-04 · Unemployed · Grosse Pointe Farms, MI
- 2023-06 to 2023-06 · Unemployed · Grosse Pointe Farms, MI
- 2025-05 to Present · Sanford C. Bernstein & Co., LLC · Chicago, IL
Current employment
- Alliancebernstein LP · Nashville, TN
Alliancebernstein LP
- Regulatory AUM
- $763,401,000,000
- Registered advisors
- 517
- Offices
- 136
- Clients per advisor
- 58.6 (Moderate)
- Average AUM per client
- $25.2M (Moderate)
- High-net-worth client ratio
- 84.2% (Very high)
Alliancebernstein LP: advisors, services and reported ETF investments
About
Thomas Perkins is a financial advisor at Alliancebernstein LP. Reported securities licenses include Series 66 and Series 63. The latest record indicates 1 year of industry experience and 13 years of reported work history. Reported roles include Sanford C. Bernstein & Co., LLC, J.P. Morgan Securities LLC, Unemployed, Indiana University Bloomington, among others.
Alliancebernstein LP's firm-level Form ADV reports 517 advisors across 136 offices; approximately 58.6 clients per advisor, average assets per client of $25,207,231, and regulatory AUM of $763.4B; client categories including High net worth individuals, Investment companies, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients.
PortfolioFuture's firm-level 13F analysis covers $33B across 209 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Thomas Perkins personally.
Reported ETF positions
Alliancebernstein reports 209 ETF positions worth $33B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $3.7B |
| IXUS — iShares Core MSCI Total International Stock ETF | $2.2B |
| EMXC — iShares MSCI Emerging Markets ex China ETF | $1.7B |
| ITOT — iShares Core S&P Total U.S. Stock Market ETF | $1.6B |
| EMOP — AB Emerging Markets Opportunities ETF | $1.3B |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Alliancebernstein's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | LRGF — iShares U.S. Equity Factor ETF | $2.9M | Top 99.9% | Peer conviction 80.3% · Active return +3.84% |
| Addressable Market | MGC — Vanguard Morningstar Mega Cap ETF | $4M | Top 99.7% | Addressable AUM $12.8T · Peer conviction 79.0% |
| Residual Alpha | TAFM — AB Tax-Aware Intermediate Municipal ETF | $326.1M | Top 99.9% | Residual alpha +0.74% · Residual Sharpe 0.17 |
| Diversification Benefits | SLX — VanEck Steel ETF | $393.7K | Top 96.4% | Replicability (R²) 64.2% · Residual Sharpe 0.13 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Alliancebernstein LP on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Subscription Fees (Newsletter or Periodical)
- Fixed Fees (Other Than Subscription)
- Commissions
- Performance-Based Fees
Business and affiliations
- Commodity Pool Operator or Trading Advisor
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Trust Company
- Insurance Company or Agency
- Sponsor or Syndicator of Limited Partners
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Contact
The firm's filed contact details.
Official record
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