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BERNSTEIN INSTITUTIONAL SERVICES LLC

NEW YORK, NY · CRD 317807 · IAPD ↗ · autonomous.com · 9173448600

$0Regulatory AUM
92Advisory reps
282Employees
0Clients
0Planning clients
0Private funds
0States
78Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

40
May 2025 — BERNSTEIN INSTITUTIONAL SERVICES LLC's Item 11 disclosure-reporting entries rose by 1 (77 -> 78).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
40
April 2025 — BERNSTEIN INSTITUTIONAL SERVICES LLC's Item 11 disclosure-reporting entries rose by 34 (43 -> 77).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
60
April 2025 — BERNSTEIN INSTITUTIONAL SERVICES LLC grew from 85 to 90 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
May 2024 — BERNSTEIN INSTITUTIONAL SERVICES LLC's Item 11 disclosure-reporting entries rose by 39 (4 -> 43).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
85
February 2024 — BERNSTEIN INSTITUTIONAL SERVICES LLC (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 85 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.