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Bbva Global Wealth Advisors, Inc. CRD 327326
$1.36B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
501 Brickell Key Drive Suite 601, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-16 |
Branch Locations
501 Brickell Key Drive Suite 601, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| International Fund Services (Na) Llc | New York | NY | 02/2015 | 09/2016 |
| Bbh & Co. Inc. | New York | NY | 10/2016 | 07/2018 |
| Compass Group Llc | New York | NY | 07/2018 | 11/2023 |
| Cg Compass (Usa) Llc | Miami | FL | 07/2018 | 11/2023 |
| Compass Group Investments Solutions, Llc | Miami | FL | 11/2019 | 11/2023 |
| Bbva Global Wealth Advisors, Inc. | Miami | FL | 11/2023 | Present |
1) Ascencio Ventures LLC; Investment related; 50 SW 10th Street 1503 Miami FL 33130; Holdings Company and Freelance Compliance Consulting; Owner; 01/2025; 8 hrs per month; 0 hr during trading; Consulting on Regulatory Compliance Matters
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-23 |
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