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Paulo Andres Martinez Cleves

Bbva Global Wealth Advisors, Inc.

Miami, FL

CRD 7625607

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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
FL RA APPROVED 2025-06-13
  • FL RA
    APPROVED
    Since 2025-06-13

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
Pebble Beach Systems Ltd London 06/2015 01/2017
Mc Consulting Americas Llc Ladera Ranch CA 02/2017 01/2019
Pnc Bank Newark DE 01/2019 09/2020
Pnc Bank Zionsville IN 09/2020 11/2021
Pnc Bank Gilbert AZ 11/2021 06/2022
Bank Of America Miami FL 06/2022 08/2022
Pnc Investments Miami FL 08/2022 11/2023
Insigneo Securities, Llc Miami FL 12/2023 12/2024
Bbva Global Wealth Advisors, Inc. Miami FL 12/2024 Present
  • 06/2015 → 01/2017
    Pebble Beach Systems Ltd
    London
  • 02/2017 → 01/2019
    Mc Consulting Americas Llc
    Ladera Ranch, CA
  • 01/2019 → 09/2020
    Pnc Bank
    Newark, DE
  • 09/2020 → 11/2021
    Pnc Bank
    Zionsville, IN
  • 11/2021 → 06/2022
    Pnc Bank
    Gilbert, AZ
  • 06/2022 → 08/2022
    Bank Of America
    Miami, FL
  • 08/2022 → 11/2023
    Pnc Investments
    Miami, FL
  • 12/2023 → 12/2024
    Insigneo Securities, Llc
    Miami, FL
  • 12/2024 → Present
    Miami, FL
Other Businesses

MA CONSULTING AMERICAS LLC; 16251 GOLF CLUB RD APT 309, WESTON, FL 33326; PRESIDENT; Personal LLC to operate and Amazon seller e-commerce account, and to engage in Health Insurance sales with National Marketing Group Services Inc in Doral, FL; Broker Coordinator; 01/01/2010; 0 hours during trading hours; 4 hours during non-trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-02
  • S65 Uniform Investment Adviser Law Examination
    2025-06-02
Other Names
  • Paulo Martinez
  • Paulo A. Martinez Cleves

View on SEC IAPD

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