TrueAdvisor
TrueAdvisor
AB
AB

Alexandra Marie Bogacz

D.A. Davidson & CO.
7 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
D.A. Davidson & CO.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
672 advisors
Number of Clients
66,488 clients
Average Client Portfolio
$544K average
Assets Under Management
$36.2B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only

Location

701 5th Avenue, Suite 4050, Seattle, WA, 98104

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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.

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Employment History
Current Registrations
D.A. Davidson & CO.
December 2024 - Present · 1 yr 2 mos
Previous Registrations
Strategic Investment Advisors, LLC
June 2022 - August 2023 · 1 yr 2 mos
Richard W. Paul & Associates, LLC
June 2019 - September 2021 · 2 yrs 3 mos
J.P. Morgan Securities LLCBroker
April 2018 - June 2019 · 1 yr 2 mos
J.P. Morgan Securities LLC
April 2018 - June 2019 · 1 yr 2 mos
Wells Fargo Advisors Financial Network, LLC
August 2017 - March 2018 · 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2017 - March 2018 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2017 - August 2017 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2016 - August 2017 · 1 yr 4 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.