Alessandro
Ugge

Bbva Wealth Solutions Inc

CRD#6179225
Investment Advisor
in Dallas, TX
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About this Advisor

Alessandro Ugge is an investment advisor in Dallas, Texas. Currently a registered financial advisor at Bbva Wealth Solutions Inc, they have gathered 11 years of work experience. Ugge holds a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Ugge can serve clients based out of Texas. Over the course of their career, they have held roles at Bbva Wealth Solutions Inc, Compass Bank, Bank Of America, N.A, Bbva Securities, Inc, Merrill Lynch, Pierce, Fenner, And Smith Inc, Citigroup Global Markets Inc and Prastel America Inc. Bbva Wealth Solutions Inc is headquartered in Dallas, Texas, and has 667 offices across the United States. In aggregate, Bbva Wealth Solutions Inc manages $678 million in assets throughout 2,310 client accounts and retains more than 393 people. The firm's total assets under management places it among the bigger financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 5% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Bbva Wealth Solutions Inc offers portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

8080 North Central Expressway
Dallas, TX 75206

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Bbva Wealth Solutions Inc Brokerage Details

Total Assets Under Management

$784,528,026

TX Average: $3,042,739,679
Total Number of Employees

392

TX Average: 49
Total Number of Accounts

2,980

TX Average: 2,315
Average Account Size

$263,264

TX Average: $1,314,358

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Alessandro Ugge Work History

Alessandro has 11 years of experience.

2018 - Present (1 years)

Bbva Wealth Solutions Inc

2018 - Present (1 years)

Compass Bank

2018 - Present (1 years)

Bbva Securities, Inc

2016 - 2018 (2 years)

Bank Of America, N.A

2016 - 2018 (2 years)

Merrill Lynch, Pierce, Fenner, And Smith Inc

2013 - 2016 (3 years)

Citigroup Global Markets Inc

2008 - 2013 (5 years)

Bank Of America, N.A

2007 - 2009 (2 years)

Prastel America Inc

Disclosures

Alessandro Ugge has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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