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Alexandra Bogacz

7 Years of Experience

Alexandra Bogacz is a registered investment advisor at D.A. Davidson & CO., based in Seattle, WA, with 7 years of industry experience. Alexandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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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 4 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 IncorporatedBroker
April 2016 - August 2017 · 1 yr 4 mos
State Registrations1 state
WA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.