Unclaimed
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.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Performance-based allocation
1
2
TX
10/03/2011 - Present
Bulle Rock (DALLAS TX)
NY
09/18/2002 - 12/31/2002
LAZARD FRERES & CO. LLC (NEW YORK NY)
IA
Issued 10/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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