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Noe Ortiz Hernandez

Bbva Global Wealth Advisors, Inc.

Miami, FL

Houston, TX

CRD 5377467

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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:

Current Employers
Bbva Global Wealth Advisors, Inc.

501 Brickell Key Drive Suite 601, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-04
  • TX RA
    APPROVED
    Since 2025-11-04

Branch Locations

501 Brickell Key Drive Suite 601, Miami, FL 33131 • United States

1980 Post Oak Blvd, Floor 10, Houston, TX 77056 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Alterna Wealth Management Houston TX 03/2022 10/2025
Alterna Securities, Inc. Houston TX 08/2016 10/2025
Bbva Global Wealth Advisors, Inc. Houston TX 10/2025 Present
  • 03/2022 → 10/2025
    Alterna Wealth Management
    Houston, TX
  • 08/2016 → 10/2025
    Alterna Securities, Inc.
    Houston, TX
  • 10/2025 → Present
    Houston, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-12
  • S66 Uniform Combined State Law Examination
    2022-03-12

View on SEC IAPD

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