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David Sakr

Bbva Global Wealth Advisors, Inc.

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About David Sakr

David Sakr is a registered investment advisor representative with Bbva Global Wealth Advisors, Inc. David has been working in the financial industry since 2006. David is currently registered with the state of Florida and Texas to provide investment advisory services. David has experience providing portfolio management services for both individuals and businesses. David is also a registered representative of BBVA Securities Inc. and Amerprise Financial Services, Inc.. David has passed the Series 66, Series 65, Series 7TO, SIE, and Series 7 exams. David is also a managing director for D&S Capital Investments.

Firm Information

David Sakr 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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David Sakr’s Registration & Firm History

FL

04/30/2024 - Present

Bbva Global Wealth Advisors, Inc. (MIAMI FL)

TX

02/19/2019 - 06/02/2021

BBVA SECURITIES INC. (HOUSTON TX)

TX

11/06/2017 - 01/11/2019

BBVA SECURITIES INC. (HOUSTON TX)

TX

04/27/2006 - 10/20/2006

AMERIPRISE FINANCIAL SERVICES, INC. (THE WOODLANDS TX)

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Licenses & Designations

IA

Issued 12/21/2023

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/09/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/31/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Sakr.
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