Mashaal Khalid
Investment Adviser Representative at Sanford C. Bernstein & Co., LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Mashaal Khalid is an investment adviser representative in Lodi, NJ, currently registered with Sanford C. Bernstein & Co., LLC and Alliancebernstein L.P. They have worked in the securities industry since 2019 and were previously registered with AXA Advisors, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New Jersey and New York.
Registrations & licenses
- Investment adviser:
- New Jersey, New York
- Broker:
3 states and territories
New Jersey, New York, Tennessee
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- HOME MakerMar 2015 – Jun 2018Brooklyn, NY
- AXA Advisors, LLCJun 2018 – Feb 2020New York, NY
- Sanford C. Bernstein & Co., LLCFeb 2020 – no end date reportedNew York, NY
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Sanford C. Bernstein & Co., LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Fixed fee
- Performance-based fees
- Subscription fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 454
- Offices listed on AdvisorFinder:
- 24
- Main office:
- Nashville, TN
- SEC file number:
- 801-57937
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mashaal Khalid has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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