Alessandro
Ugge
Bbva Wealth Solutions Inc
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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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Bbva Wealth Solutions Inc Brokerage Details
$678,261,604
393
2,310
$293,620
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Answer a few questions to get a personalized match.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.
Bbva Wealth Solutions Inc
Compass Bank
Bbva Securities, Inc
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner, And Smith Inc
Citigroup Global Markets Inc
Bank Of America, N.A
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.