Investment adviser representative · Walters Strategic Advisors, LLC
Jose Maria Bilbao Cunha Joia
CRD 6764170 · Sarasota, FL
At a glance
Jose Maria Bilbao Cunha Joia is an investment adviser representative with Walters Strategic Advisors, LLC in Sarasota, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jose Maria’s SEC record dates to 2017, about 9 years ago.
Current advisory firm
- Walters Strategic Advisors, LLCSince August 2023Sarasota, FL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Jose’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
- 2 firmsLocked
- 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.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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