Matteo Hernandez-sada
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Matteo Hernandez Sada, Matteo Sada
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
19 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BBVA GLOBAL WEALTH ADVISORS, INC.
Contact Information
Main Address
501 Brickell Key Drive Suite 601, Miami, FL 33131Phone Number
(305) 205-7752# of Employees
84SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
792AUM (Assets Under Management)
$1,364,604,282Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BBVA GLOBAL WEALTH ADVISORS, INC.
State Registrations and Notice Filings
(10/21/2024)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 2007About the Series 6 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Dec 2013About the Series 9 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Nov 2013About the Series 10 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Matteo Hernandez-sada's CRS (Customer Relationship Summary).
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