Carlos Ruano morales
Investment adviser representative at Bbva Global Wealth Advisors, Inc.
11 yearsExperience
1 stateRegistered in
$1.4BFirm assets
2 yearsFirm in business
Are you Carlos Ruano morales? 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
11 years in the industry.
- Bbva Global Wealth Advisors, Inc.Mar 2026 to now
- UnemployedJan 2026 to Mar 2026
- LPL Financial, LLCJun 2024 to Jan 2026
- UnemployedJun 2023 to Jun 2024
- Speedout Advisory SlSep 2020 to May 2023
- UnemployedMay 2020 to Sep 2020
- St. Bonaventure UniversityAug 2019 to May 2020
- Stonex GroupMay 2019 to Aug 2019
- Vilimi IdiomasJul 2018 to Jul 2018
- UnemployedAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7938395
- Firm CRD
- 327326