Diego Laiz Moyano

Employer firm

Bbva Global Wealth Advisors, Inc. CRD 327326

$1.36B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 10/2021
  Bbva Securities Inc.
  Miami, FL
• 12/2014 → 10/2021
  Bbva Wealth Solutions Inc.
  Miami, FL
• 10/2019 → 10/2021
  Bbva Insurance Inc Agency Inc
  Austin, TX
• 12/2024 → Present
  Bbva Global Wealth Advisors, Inc.
  Miami, FL
• 10/2021 → 12/2024
  Pnc
  Miami, FL

Previous Registrations

• 2015-01-27 → 2021-10-08
  Pnc Managed Account Solutions, Inc.
  Miami, FL

Other Businesses

BBVA Global Wealth Insurance, Inc; Not investment related; 1980 Post Oak Blvd, Floor 10, Houston, TX 77056; Insurance Agency; Insurance Agent; Refer clients to the Insurance Agency and receive referral fees; 09/2025; 8 hours per month; 2 hours during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-19
• S63 Uniform Securities Agent State Law Examination
  2014-06-02

Other Names

• Diego Laiz Moyano