David Sakr

BBVA GLOBAL WEALTH ADVISORS

Houston, TX 77056-3845

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CRD#: 5095426

Professional summary

David Sakr is a registered financial advisor currently at BBVA GLOBAL WEALTH ADVISORS, INC. located in Houston, Texas.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. David has worked at 4 firms and has passed the Series 65, Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

BBVA Global Wealth Insurance, Inc; Not investment related; 1980 Post Oak Blvd, Floor 10, Houston, TX 77056; Insurance Agency; Insurance Agent; Refer clients to the Insurance Agency and receive referral fees; 09/2025; 8 hours per month; 2 hours during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Sakr'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

March 1, 2024 - Present

BBVA GLOBAL WEALTH ADVISORS, INC.

Office #1: 1980 Post Oak Blvd Suite 100, Houston, TX 77056-3845

RIA

CRD#: 327326

Houston, TX

Past

February 20, 2019 - June 2, 2021

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA

CRD#: 110476

Houston, TX

Past

February 19, 2019 - June 2, 2021

BBVA SECURITIES INC.

CRD#: 27060

HOUSTON, TX

Past

March 13, 2018 - January 11, 2019

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA

CRD#: 110476

Houston, TX

Past

November 6, 2017 - January 11, 2019

BBVA SECURITIES INC.

CRD#: 27060

HOUSTON, TX

Past

June 2, 2006 - October 20, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

THE WOODLANDS, TX

Past

April 27, 2006 - October 20, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

THE WOODLANDS, TX

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".

BBVA GLOBAL WEALTH ADVISORS, INC.

CRD#: 327326 / SEC#: 801-129582

RIA

Registered Investment Advisory firm - (2/26/2024 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.

Highlighted states indicate IAR registrations

IAR

Florida
(3/1/2024)

IAR

Texas
(4/30/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/21/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 3/9/2018

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/31/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/6/2017

General Securities Representative Examination

Current Firm

BBVA GLOBAL WEALTH ADVISORS, INC.

CRD#: 327326 / SEC#: 801-129582

RIA

Registered Investment Advisory firm - (2/26/2024 Approved)

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Contact information

Main Address

501 Brickell Key Drive Suite 601, Miami, FL 33131

Mailing Address

Phone number

(305) 205-7752

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BBVA GWA ADV 2A APPENDIX WRAP FEE PROGRAM (11/5/2025)

BBVA GWA ADV 2A (11/5/2025)

Regulatory assets under management

Total Number of Accounts	665
AUM (Assets Under Management)	$ 1,208,850,630

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.

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Advisor Monitoring

Firm Stability Insights

David Sakr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Sakr's CRS (Customer Relationship Summary).

Certified licenses

Experience

PNC MANAGED ACCOUNT SOLUTIONS, INC.

BBVA SECURITIES INC.

PNC MANAGED ACCOUNT SOLUTIONS, INC.

BBVA SECURITIES INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

BBVA GLOBAL WEALTH ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/21/2023

Series 66

Date: 3/9/2018

Series 7TO

Date: 12/31/2022

SIE

Date: 10/1/2018

Series 7

Date: 11/6/2017

Current Firm

BBVA GLOBAL WEALTH ADVISORS, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BBVA GLOBAL WEALTH ADVISORS, INC.

TRUST BUT VERIFY

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