Matteo Hernandez-sada
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.
- Bbva Global Wealth Advisors, Inc.Jul 2024 to now
- Self-employedNov 2023 to Jul 2024
- Alterna SecuritiesMay 2023 to Oct 2023
- Self-employedJan 2023 to May 2023
- CitigroupSep 2018 to Dec 2022
- Bbva Securities Inc.Aug 2015 to Sep 2018
- Bbva Compass Insurance Agency, Inc.Jul 2015 to Sep 2018
- Bbva Wealth Solutions Inc.Jul 2015 to Sep 2018
- Compass BankJul 2015 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2010
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
- 5274535
- Firm CRD
- 327326