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Joaquin Sanchez Hernandez

BINVESTING
HOUSTON, TX 77056
Some features on this profile are disabled
CRD#: 2708344
JS

Professional summary

Joaquin Sanchez Hernandez, who also goes by Joaquin Sanchez, Joaquin Sanchez-hernandez, Joaquin Sanchezhernandez, is a registered financial advisor currently at BINVESTING located in Houston, Texas and BANORTE ASSET MANAGEMENT, INC. located in Houston, Texas.

Joaquin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Joaquin has worked at 10 firms and has passed the Series 63, Series 57TO, SIE, Series 87, Series 55, Series 7, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Joaquin Sanchez | Joaquin Sanchez-Hernandez | Joaquin Sanchezhernandez

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joaquin Sanchez Hernandez's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 15, 2026 - Present

BINVESTING

Office #1: 5075 Westheimer Rd. Suite 975w, Houston, TX 77056
RIA
CRD#: 335283
HOUSTON, TX
Current

May 15, 2026 - Present

BANORTE ASSET MANAGEMENT, INC.

Office #1: 5075 Westheimer Suite 975w, Houston, TX 77056
RIA
CRD#: 290555
Houston, TX
Current

May 15, 2026 - Present

BANORTE SECURITIES INTERNATIONAL, LTD.

Office #1: 5075 Westheimer Suite 975w, Houston, TX 77056
BD
CRD#: 30648
Houston, TX
Past

March 5, 2024 - May 14, 2026

BBVA GLOBAL WEALTH ADVISORS, INC.

RIA
CRD#: 327326
Houston, TX
Past

January 13, 2022 - November 30, 2023

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA
CRD#: 110476
Houston, TX
Past

September 17, 2021 - November 30, 2023

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
HOUSTON, TX
Past

May 16, 2013 - September 17, 2021

BBVA SECURITIES INC.

BD
CRD#: 27060
HOUSTON, TX
Past

November 4, 2010 - December 31, 2021

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA
CRD#: 110476
HOUSTON, TX
Past

May 20, 2010 - May 16, 2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BD
CRD#: 17086
HOUSTON, TX
Past

June 30, 2009 - May 18, 2010

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BD
CRD#: 17086
HOUSTON, TX
Past

July 2, 1996 - July 1, 2009

BBVA INVESTMENTS INC.

BD
CRD#: 31769
HOUSTON, TX
Past

February 29, 1996 - April 16, 1996

VECTORGLOBAL WMG

BD
CRD#: 32396
Past

February 28, 1996 - April 16, 1996

VECTORGLOBAL WMG

BD
CRD#: 32396
MIAMI, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BA
BANORTE ASSET MANAGEMENT, INC.
BAM DIGITAL | BANORTE WEALTH MANAGEMENT | BANORTE WEALTH ADVISORS | BANORTE ASSET MANAGEMENT, INC.

CRD#: 290555 / SEC#: 801-114865

RIA
Registered Investment Advisory firm - (3/25/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(5/15/2026)
IAR
Texas
(5/15/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 3/8/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 87
Date: 2/24/2005
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 55
Date: 12/20/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 2/28/1996
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 9/9/1998
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/2/1996
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

BA
BANORTE ASSET MANAGEMENT, INC.
BAM DIGITAL | BANORTE WEALTH MANAGEMENT | BANORTE WEALTH ADVISORS | BANORTE ASSET MANAGEMENT, INC.

CRD#: 290555 / SEC#: 801-114865

RIA
Registered Investment Advisory firm - (3/25/2019 Approved)
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Contact information

Main Address
5075 Westheimer Suite 975w, Houston, TX 77056
Mailing Address
Phone number
(713) 980-4600
Established
Firm type
Fiscal year end
# of Employees
32

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BANORTE ASSET MANAGEMENT, INC. - BAM DIGITAL WRAP FEE BROCHURE (APPENDIX 1) (3/28/2025)
BANORTE ASSET MANAGEMENT, INC. - FIRM BROCHURE (PART 2A) (3/28/2025)
BANORTE ASSET MANAGEMENT, INC. - BAM TRADITIONAL DISCRETIONARY AND NON-DISCRETIONARY ACCOUNTS WRAP FEE BROCHURE (APPENDIX 1) (3/28/2025)

Regulatory assets under management

Total Number of Accounts691
AUM (Assets Under Management)$ 336,853,862

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BANORTE ASSET MANAGEMENT, INC.

CRD#: 290555Houston, TX 77056

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