Head of Finance · Bbva Global Wealth Advisors, Inc.
Isabel Perez Fernandez
CRD 7935489 · 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 Isabel Perez Fernandez on its Form ADV as Head of Finance.
Firms and roles
- Bbva Global Wealth Advisors, Inc.Head of FinanceWealth manager · Miami, FL · $1.4B in regulatory assets
AtlasMembers
Isabel’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
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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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)
- Catalina M. CadavidChief Operating Officer, Bbva Global Wealth Advisors, Inc.
- 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.
- Humberto Garcia De Alba CarrilloChief Executive Officer, Bbva Global Wealth Advisors, Inc.
1 more person named with Isabel 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 Isabel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.