Matteo Hernandez-sada

BBVA GLOBAL WEALTH ADVISORS

Miami, FL 33131

Some features on this profile are disabled

CRD#: 5274535

Professional summary

Matteo Hernandez-sada, who also goes by Matteo Hernandez Sada, Matteo Sada, is a registered financial advisor currently at BBVA GLOBAL WEALTH ADVISORS, INC. located in Miami, Florida.

Matteo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Matteo has worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 9 and Series 10 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matteo Hernandez Sada | Matteo Sada

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.

Team Matteo LLC; Media & Photography; Not investment-related; Houston, TX; Affiliation started on 12/22/2020; Title: Member; Duties: Taking pictures or videos for a profit.; 0 hours devoted each month during securities trading hours; 16 hours devoted each month outside securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matteo Hernandez-sada'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

August 19, 2024 - Present

BBVA GLOBAL WEALTH ADVISORS, INC.

Office #1: 501 Brickell Key Drive Suite 601, Miami, FL 33131

RIA

CRD#: 327326

Miami, FL

Past

July 7, 2023 - November 7, 2023

ALTERNA WEALTH MANAGEMENT, INC.

RIA

CRD#: 146153

HOUSTON, TX

Past

May 10, 2023 - November 7, 2023

ALTERNA SECURITIES, INC.

CRD#: 41139

HOUSTON, TX

Past

October 25, 2018 - January 20, 2023

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

HOUSTON, TX

Past

October 25, 2018 - January 20, 2023

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

HOUSTON, TX

Past

August 22, 2015 - September 28, 2018

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA

CRD#: 110476

HOUSTON, TX

Past

August 19, 2015 - September 28, 2018

BBVA SECURITIES INC.

CRD#: 27060

HOUSTON, TX

Past

January 13, 2015 - July 27, 2015

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

PHOENIX, AZ

Past

January 6, 2015 - July 27, 2015

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

PHOENIX, AZ

Past

November 6, 2014 - December 8, 2014

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

MANCHACA, TX

Past

September 29, 2011 - June 4, 2014

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

PHOENIX, AZ

Past

September 29, 2011 - June 4, 2014

CHARLES SCHWAB & CO., INC.

CRD#: 5393

PHOENIX, AZ

Past

September 24, 2010 - April 15, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CHANDLER, AZ

Past

September 24, 2010 - April 15, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CHANDLER, AZ

Past

February 13, 2007 - April 5, 2010

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

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
(10/21/2024)

IAR

Texas
(8/19/2024)

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 66

Date: 10/11/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/27/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/28/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/10/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/12/2007

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 9

Date: 12/9/2013

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 11/18/2013

General Securities Sales Supervisor - General Module Examination

Current Firm

BBVA GLOBAL WEALTH ADVISORS, INC.

CRD#: 327326 / SEC#: 801-129582

RIA

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

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Noah Alweiss

MORGAN STANLEY

IAR

Miami, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matteo Hernandez-sada

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matteo Hernandez-sada's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALTERNA WEALTH MANAGEMENT, INC.

ALTERNA SECURITIES, INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

PNC MANAGED ACCOUNT SOLUTIONS, INC.

BBVA SECURITIES INC.

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

ALLSTATE FINANCIAL SERVICES, LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

BBVA GLOBAL WEALTH ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/11/2010

Series 63

Date: 3/27/2007

SIE

Date: 9/28/2018

Series 7

Date: 3/10/2008

Series 6

Date: 2/12/2007

Series 9

Date: 12/9/2013

Series 10

Date: 11/18/2013

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

Similar Advisors