TrueAdvisor
TrueAdvisor
AS
AS

Alberto Alejandro Segovia

Corient
17 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Corient
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
520 advisors
Number of Clients
25,061 clients
Average Client Portfolio
$5.7M average
Assets Under Management
$143.6B

Fee Structure

Location

112 East Pecan Street, Suite 525, San Antonio, TX, 78205

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Corient
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Truist Advisory Services, INC.
December 2021 - October 2024 · 2 yrs 10 mos
Truist Investment Services, INC.Broker
October 2021 - October 2024 · 3 yrs
Tiaa-Cref Individual & Institutional Services, LLCBroker
January 2016 - November 2020 · 4 yrs 10 mos
Edward Jones
December 2008 - December 2015 · 7 yrs
Edward JonesBroker
November 2008 - December 2015 · 7 yrs 1 mo
Edward Jones
April 2007 - October 2008 · 1 yr 6 mos
Edward JonesBroker
February 2007 - October 2008 · 1 yr 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.