Ignacio A. Perezanta Ordonez

BBVA GLOBAL WEALTH ADVISORS

Houston, TX 77056-3845

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CRD#: 5262904

Professional summary

Ignacio Antonio Perezanta Ordonez, who also goes by Ignacio Perez-anta, Ignacio A. Perezanta, Ignacio Antonio Perezanta, is a registered financial advisor currently at BBVA GLOBAL WEALTH ADVISORS, INC. located in Houston, Texas.

Ignacio is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Ignacio has worked at 6 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ignacio Perez-Anta | Ignacio A. Perezanta | Ignacio Antonio Perezanta

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.

MODERN CUSTOM LUXURY HOMES DOB MODERN LUXURY HOMES POSITION: GENERAL PARTNER NATURE: THE COMPANY WILL CONSTRUCT CUSTOM HOMES TO SELL IN THE SAN ANTONIO AREA, WILL EVENTUALLY RENT PROPERTIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ignacio Antonio Perezanta Ordonez'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 4, 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

January 12, 2022 - November 30, 2023

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA

CRD#: 110476

San Antonio, TX

Past

September 17, 2021 - November 30, 2023

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

San Antonio, TX

Past

May 16, 2013 - September 17, 2021

BBVA SECURITIES INC.

CRD#: 27060

San Antonio, TX

Past

October 20, 2011 - December 31, 2021

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA

CRD#: 110476

San Antonio, TX

Past

June 30, 2009 - May 16, 2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC

CRD#: 17086

SAN ANTONIO, TX

Past

February 16, 2007 - July 1, 2009

BBVA INVESTMENTS INC.

CRD#: 31769

HOUSTON, 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
(3/4/2024)

IAR

Texas
(5/20/2024)

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: 5/25/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 3/9/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/15/2007

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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Ignacio A. Perezanta Ordonez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ignacio Antonio Perezanta Ordonez's CRS (Customer Relationship Summary).

Certified licenses

Experience

PNC MANAGED ACCOUNT SOLUTIONS, INC.

PNC WEALTH MANAGEMENT LLC

BBVA SECURITIES INC.

PNC MANAGED ACCOUNT SOLUTIONS, INC.

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BBVA INVESTMENTS INC.

Primary Firm SEC Registration

BBVA GLOBAL WEALTH ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/25/2011

Series 66

Date: 3/9/2007

SIE

Date: 10/1/2018

Series 7

Date: 2/15/2007

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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