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Claudio Javier Messa sanabria

Bbva Global Wealth Advisors, Inc.

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About Claudio Javier Messa sanabria

Claudio Javier Messa sanabria is an investment advisor representative currently registered with Bbva Global Wealth Advisors, Inc. Claudio has over 10 years of experience in the financial services industry. Claudio is a Series 6, 7TO, 63, and 65 licensed professional, and has held previous positions with BBVA SECURITIES INC., BBVA COMPASS INVESTMENT SOLUTIONS, INC, COMPASS BANK, and BBVA Compass Insurance Agency Inc. Claudio specializes in providing portfolio management services for individuals and businesses.

Firm Information

Claudio Messa sanabria is currently registered with Bbva Global Wealth Advisors, Inc.. BBVA Global Wealth Advisors, Inc. is an investment advisor registered with the SEC. Headquartered in Miami, FL, they manage approximately $399 million in assets for 230 clients. Their focus is on portfolio management for individuals and businesses. The firm's services include portfolio management, financial planning, and other advisory services. They provide services to high-net-worth individuals, corporations, other businesses, and foreign trusts.
Bbva Global Wealth Advisors, Inc.

501 BRICKELL KEY DRIVE

MIAMI, FL 33131

$399.00M

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Claudio Messa sanabria’s Registration & Firm History

FL

04/30/2024 - Present

Bbva Global Wealth Advisors, Inc. (MIAMI FL)

TX

05/16/2013 - 06/02/2021

BBVA SECURITIES INC. (San Antonio TX)

TX

10/04/2011 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (SAN ANTONIO TX)

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Licenses & Designations

IA

Issued 04/09/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/04/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/15/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/15/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Claudio Javier Messa sanabria.
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