Chief Operating Officer · Bbva Global Wealth Advisors, Inc.
Catalina M. Cadavid
CRD 4261425 · Named on Form ADV at one SEC-registered adviser
At a glance
Bbva Global Wealth Advisors, Inc., an SEC-registered wealth manager based in Miami, FL with $1.4 billion in regulatory assets, lists Catalina M. Cadavid on its Form ADV as Chief Operating Officer, a control person.
Firms and roles
- Bbva Global Wealth Advisors, Inc.Chief Operating OfficerWealth manager · Miami, FL · $1.4B in regulatory assets
AtlasMembers
Catalina’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Catalina’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Victor Pina PineroChief Investment Officer, Bbva Global Wealth Advisors, Inc.
- William A. Graham Jr.General Counsel, Bbva Global Wealth Advisors, Inc.
- Alejandro TrejoCommercial Head, Bbva Global Wealth Advisors, Inc.
- Isabel Perez FernandezHead of Finance, Bbva Global Wealth Advisors, Inc.
- Humberto Garcia De Alba CarrilloChief Executive Officer, Bbva Global Wealth Advisors, Inc.
1 more person named with Catalina on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Catalina’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.