Alexandra Marie Bogacz
Investment adviser representative at D.A. Davidson & Co.
13 yearsExperience
1 stateRegistered in
$41.8BFirm assets
32 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- D.A. Davidson & Co.Jul 2024 to now
- UnemployedJun 2024 to Nov 2024
- Sunrise Financial ServicesJan 2024 to Jul 2024
- Senior Planning Advisors, LLCMar 2022 to Jun 2024
- Strategic Investment Advisors, LLCMar 2022 to Jun 2024
- UnemployedSep 2021 to Mar 2022
- Richard W. Paul & Associates, LLCJun 2019 to Sep 2021
- Midwest Financial Consultants, IncJun 2019 to Aug 2021
- J.P. Morgan Chase Bank, N.A.Mar 2018 to Jun 2019
- J.P. Morgan Securities LLCMar 2018 to Jun 2019
- Wells Fargo Advisors Financial Network, LLCJun 2017 to Mar 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2016 to Aug 2017
- Merrill Lynch Wealth ManagementOct 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (WA).
D.A. Davidson & Co.
$41.8BAssets managed
70,118Clients
685Advisers
32 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6266006
- Firm CRD
- 199