Roberta Fernandes

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

• 02/2017 → 06/2021
  Valores Banistmo
  Panama City
• 08/2021 → 04/2023
  Morgan Stanley Smith Barney Llc
  Houston, TX
• 07/2016 → 01/2017
  Unemployed
  Panama City
• 09/2021 → 04/2023
  Morgan Stanley Private Bank, N.A
  New York, NY
• 04/2023 → 11/2025
  Btg Pactual Us Capital, Llc
  Miami, FL
• 03/2024 → 11/2025
  Btg Pactual Asset Management Us Llc
  Miami, FL
• 11/2025 → Present
  Bbva Global Wealth Advisors Inc.
  Houston, TX

Previous Registrations

• 2024-06-04 → 2025-11-03
  Btg Pactual Asset Management Us , Llc
  New York, NY
  Miami, FL
• 2021-09-21 → 2023-05-05
  Morgan Stanley
  Houston, TX
  Houston, TX
• 2014-10-16 → 2016-07-15
  Santander Securities Llc
  Miami, FL
• 2011-03-18 → 2013-03-11
  Morgan Stanley
  Miami, FL
• 2010-02-25 → 2011-01-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Miami, FL
  New York, NY

Other Businesses

Name of Business ; VERTEX INDUSTRIAL EXPEDITING LLC Where the business is investment-related; NO The address of the other business; 2914 ROYAL OAKS CRST HOUSTON, TX 77082 - 2840 The nature of the other business; Some of the specific activities: plant system and equipment setup and managing supplier timelines, handling of logistics and transport of industrial machinery and goods. your position & title, or relationship with the other business; Strictly a non-operating member entitled only to potential future distributions. the start date of your relationship; May 1st 2026 the approximate number of hours/month you devote to the other business; 0 hours the number of hours you devote to the other business during securities trading hours; 0 hours Briefly describe your duties relating to the other business; The employee has absolutely no operational role, management responsibility, client interaction, or authority to bind the LLC.

Exams

• S66 Uniform Combined State Law Examination
  2021-09-07

Other Names

• Roberta F Fernandes
• Roberta F Fernandes
• Roberta Figueira Fernandes
• Roberta Fernandes Figueira