Daniel Simon Lizaso trejo
Investment adviser representative at Bbva Global Wealth Advisors, Inc.
10 yearsExperience
1 stateRegistered in
CFADesignation
$1.4BFirm assets
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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
10 years in the industry.
- Bbva Global Wealth Advisors, Inc.Apr 2025 to now
- Db USA Core Corp (affiliate of Dbsi)Mar 2022 to Apr 2025
- Deutsche Bank Securities, IncMar 2022 to Apr 2025
- UnemployedNov 2021 to Mar 2022
- MapfreApr 2016 to Nov 2021
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7533706
- Firm CRD
- 327326