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Catalina Maria Cadavid

Investment adviser representative at Bbva Global Wealth Advisors, Inc.
11 yearsExperience
2 statesRegistered in
$1.4BFirm assets
2 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

11 years in the industry.

  1. Bbva Global Wealth Advisors, Inc.Mar 2023 to now
  2. UnemployedJan 2023 to Mar 2023
  3. Lloyds Bank SingaporeJul 2015 to Dec 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 2 states (FL, TX).

Bbva Global Wealth Advisors, Inc.

$1.4BAssets managed
792Clients
51Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4261425
Firm CRD
327326
Advisor's SEC record (opens in a new tab)
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