Christian Ray Escamilla
Investment adviser representative at Broadway Wealth Solutions
18 yearsExperience
1 stateRegistered in
$308.1MFirm assets
4 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
18 years in the industry.
- Broadway BankJun 2020 to now
- Broadway Wealth SolutionsJun 2020 to now
- Bank of America U.S. TrustJun 2017 to May 2020
- Bank of America, N.A.Jun 2017 to May 2020
- Bbva Wealth Solutions Inc.Dec 2014 to Jun 2017
- Bbva Securities Inc.May 2013 to Jun 2017
- Bbva Compass Insurance Agency, Inc.Dec 2008 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
Broadway Wealth Solutions
Legal name: Broadway Wealth Solutions, Inc.
$308.1MAssets managed
906Clients
11Advisers
4 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
- 4630892
- Firm CRD
- 291753