Carlos Alberto Ponce
Investment adviser representative at Bpbi LLC
19 yearsExperience
2 statesRegistered in
$51MFirm assets
9 yearsFirm in business
Are you Carlos Alberto Ponce? Claim your profile
Contact this firm
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
19 years in the industry.
- Bpbi LLCMar 2017 to now
- Bank of America, NAMay 2010 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2007 to now
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Bpbi LLC
$51MAssets managed
8Clients
1Advisers
9 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
- 5233318
- Firm CRD
- 288133