Alessandro Ugge, financial advisor Dallas TX

Alessandro Ugge

CRD Number: 6179225
Current Firm: Bok Financial Advisors

Alessandro Ugge (CRD# 6179225) is an Investment Advisor Representative working at Bok Financial Advisors in Dallas, TX and has over 10 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Bok Financial Securities, Inc. Dallas, TX Sep 2023 - Current < 1
Bokf, Na Dallas, TX Sep 2023 - Current < 1
Bok Financial Private Wealth, Inc. Dallas, TX Sep 2023 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco, TX Sep 2020 - Sep 2023 3
Bank Of America, N.a. Frisco, TX Sep 2020 - Sep 2023 3
Bbva Compass Insurance Agency, Inc. Austin, TX Jan 2019 - Sep 2020 1
Bbva Wealth Solutions Inc. Dallas, TX Oct 2018 - Sep 2020 1
Compass Bank Birmingham, AL Sep 2018 - Sep 2020 2
Bbva Securities, Inc. Dallas, TX Sep 2018 - Sep 2020 2
Bank Of America, N.a. Frisco, TX Sep 2016 - Sep 2018 2
Merrill Lynch, Pierce, Fenner, And Smith Incorporated Frisco, TX Sep 2016 - Sep 2018 2
Citigroup Global Markets Inc. Dallas, TX Mar 2013 - Sep 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Alessandro Ugge
Phone Number: 877-781-6889
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    739
    MILLIONS
  • Total Number of Accounts
    3,217
    ACCOUNTS
  • Average Account Value
    $229,810
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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