Best Investors Account Sign in
Inactive

Sara Fernanda Bolanos

Bbva Global Wealth Advisors, Inc.

Miami, FL

CRD 8248120

Claim This Profile
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
FL RA APPROVED 2026-04-09
  • FL RA
    APPROVED
    Since 2026-04-09

Branch Locations

501 Brickell Key Drive Suite 601, Miami, FL 33131 • 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
Banco De Bogotá Panama S.A. Cali 06/2016 03/2021
Bbva Colombia S.A. Cali 03/2021 03/2026
Bbva Global Wealth Advisors, Inc. Miami FL 03/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-30
  • S65 Uniform Investment Adviser Law Examination
    2025-10-30

View on SEC IAPD

Nearby Firms

HOLLANDER ASSET MANAGEMENT LLC
GFG CAPITAL
XP ADVISORY US, INC.

Nearby Investors

BIANCA MIA HOLLANDER PONTES
CARLOS HOLLANDER
EDUARDO NMN GRUENER

Nearby Offices

HOLLANDER ASSET MANAGEMENT LLC · MIAMI, FL
GFG CAPITAL · MIAMI, FL
XP ADVISORY US, INC. · MIAMI, FL

More in Miami, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor