AB

Alexandra Marie Bogacz

7 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
672 advisors
Number of Clients
66,488 clients
Average Client Portfolio
$544K average
Assets Under Management
$36.2B

Fee Structure

D.A. Davidson offers wrap fee programs where clients pay an annual fee based on the market value of assets in the client’s account for advisory and most trading execution services. The wrap fee covers investment advice, portfolio management, transaction execution, custody, account servicing, reporting, monitoring, rebalancing, and other services. It also covers fees paid to investment managers, the Davidson platform fee, and D.A. Davidson’s costs for administering the Program.

Areas of Practice
Investment Management
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Advisor Information

Office location

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

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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 1 mo
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 LLC Broker
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, LLC Broker
August 2017 - March 2018 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
April 2016 - August 2017 · 1 yr 4 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.
Alexandra Marie Bogacz - Financial Advisor | AdvisorDiscover