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Alex S Andrade

Bulle Rock

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About Alex S Andrade

Alex Andrade is an investment advisor representative at Bulle Rock Capital LP, an investment advisor based in Dallas, Texas. Alex has been in the industry since 2006 and is licensed in Texas to provide investment advice. Alex has over 13 years of experience in the financial services industry. Alex holds the Series 7 and Series 65 securities licenses. Alex's firm primarily works with high-net-worth individuals and pooled investment vehicles. Alex is known for their expertise in investment management and their commitment to providing personalized financial advice to clients.

Firm Information

Alex Andrade is currently registered with Bulle Rock. Bulle Rock is an investment advisor with approximately $5.85 million in regulatory assets under management. They offer portfolio management for individuals and pooled investment vehicles. They primarily serve high-net-worth individuals and other individuals.

$5.85M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Performance-based allocation

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Alex Andrade’s Registration & Firm History

TX

10/03/2011 - Present

Bulle Rock (DALLAS TX)

NY

09/18/2002 - 12/31/2002

LAZARD FRERES & CO. LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/13/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/28/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alex S Andrade.
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