Luis Alfredo Valenzuela Cassani

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

• 02/2024 → Present
  Bbva Global Wealth Advisors, Inc.
  Miami, FL
• 05/2020 → 02/2024
  Bbva Mexico Sa
  Monterrey, Nl
• 05/2016 → 05/2020
  Casa De Baolsa Scotiabank
  Monterrey, Nl

Other Businesses

BBVA Global Wealth Insurance, Inc; Not investment related; 1980 Post Oak Blvd, Floor 10, Houston, TX 77056; Insurance Agency; Insurance Agent; Refer clients to the Insurance Agency and receive referral fees; 01/2026; 8 hours per month; 2 hours during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-15

Other Names

• Luis Alfredo Valenzuela Cassani