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Maria Genoveva Hernandez

BANORTE ASSET MANAGEMENT
HOUSTON, TX
·CRD# 5697097·17 years experience

Professional Summary

Maria Genoveva Hernandez is a registered financial advisor currently at BANORTE ASSET MANAGEMENT, INC. located in Houston, Texas and BANORTE SECURITIES INTERNATIONAL, LTD. located in The Woodlands, Texas. Maria is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Maria has worked at 11 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 6 and Series 24 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

17 years in the financial services industry

Current & Past Employments

BANORTE ASSET MANAGEMENT, INC.·CRD# 290555
RIA
5075 Westheimer Suite 975w, Houston, TX 77056
June 23, 2025 - Present
BANORTE SECURITIES INTERNATIONAL, LTD.·CRD# 30648
BD
1. 9950 Woodloch Forest Dr., Suite 1250, The Woodlands, TX 773802. 5075 Westheimer, Suite 975w, Houston, TX 770563. 5075 Westheimer Suite 975w, Houston, TX 77056
June 23, 2025 - Present
INSIGNEO ADVISORY SERVICES, LLC·CRD# 282589
RIA
Houston, TX
December 1, 2023 - June 24, 2025
INSIGNEO SECURITIES, LLC·CRD# 29249
BD
Houston, TX
December 1, 2023 - June 24, 2025
PNC MANAGED ACCOUNT SOLUTIONS, INC.·CRD# 110476
RIA
Houston, TX
January 11, 2022 - November 30, 2023
PNC WEALTH MANAGEMENT LLC·CRD# 129052
RIA
Houston, TX
September 20, 2021 - November 30, 2023
PNC WEALTH MANAGEMENT LLC·CRD# 129052
BD
Houston, TX
September 17, 2021 - November 30, 2023
PNC MANAGED ACCOUNT SOLUTIONS, INC.·CRD# 110476
RIA
Houston, TX
January 3, 2017 - December 31, 2021
BBVA SECURITIES INC.·CRD# 27060
BD
Houston, TX
June 3, 2015 - September 17, 2021
SANDERS MORRIS LLC·CRD# 20580
BD
Houston, TX
September 9, 2013 - May 26, 2015
INVESCO CAPITAL MARKETS, INC.·CRD# 6939
BD
Houston, TX
January 3, 2012 - September 5, 2013
INVESCO DISTRIBUTORS, INC.·CRD# 7369
BD
Houston, TX
September 10, 2010 - September 5, 2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC·CRD# 17086
BD
Houston, TX
September 17, 2009 - September 13, 2010

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Current Firm

BA
BANORTE ASSET MANAGEMENT, INC.

B.A.M. DIGITAL | BANORTE WEALTH MANAGEMENT | BANORTE WEALTH ADVISORS | BANORTE ASSET MANAGEMENT, INC. | BAM DIGITAL

CRD#: 290555 / SEC#: 801-114865
RIA
Registered Investment Advisory firm - SEC (3/25/2019 Approved)

Contact Information

Main Address

5075 Westheimer Suite 975w, Houston, TX 77056

Phone Number

(713) 980-4600

# of Employees

40

SEC notice filing (1 States and Territories)

Registered to provide investment advisory services in 1 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BANORTE ASSET MANAGEMENT, INC. - BAM TRADITIONAL DISCRETIONARY AND NON-DISCRETIONARY ACCOUNTS WRAP FEE BROCHURE (APPENDIX 1) (5/19/2026)

Regulatory Assets Under Management

Total Number of Accounts

869

AUM (Assets Under Management)

$661,189,262

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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.

Insigneo Advisory Services LLC (Affiliate), devote 12 hrs/week

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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.

B.A.M. DIGITAL | BANORTE WEALTH MANAGEMENT | BANORTE WEALTH ADVISORS | BANORTE ASSET MANAGEMENT, INC. | BAM DIGITAL

CRD#: 290555 / SEC#: 801-114865
RIA
Registered Investment Advisory firm - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Texas
(6/23/2025)
IAR
Texas
(6/23/2025)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2016About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2009About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Dec 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2015About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Sep 2009About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Dec 2015About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Maria Genoveva Hernandez's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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MH
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