Alejandro Trejo
Investment adviser representative at Bbva Global Wealth Advisors, Inc.
19 yearsExperience
2 statesRegistered in
$1.4BFirm assets
2 yearsFirm in business
Are you Alejandro Trejo? 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.
- Bbva Global Wealth Advisors, Inc.Dec 2023 to now
- PNC InvestmentsSep 2021 to Dec 2023
- Bbva Securities Inc.May 2013 to Sep 2021
- Compass BankJun 2007 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2023
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
- 5519004
- Firm CRD
- 327326