Claudio J. Messa Sanabria
Professional summary
Claudio Javier Messa Sanabria, who also goes by Claudio J. Messa, is a registered financial advisor currently at BBVA GLOBAL WEALTH ADVISORS, INC. located in Houston, Texas.
Claudio is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Claudio has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Claudio Javier Messa Sanabria's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 18, 2024 - Present
BBVA GLOBAL WEALTH ADVISORS, INC.
Office #1: 1980 Post Oak Blvd Suite 100, Houston, TX 77056-3845October 22, 2020 - June 2, 2021
PNC MANAGED ACCOUNT SOLUTIONS, INC.
May 16, 2013 - June 2, 2021
BBVA SECURITIES INC.
October 4, 2011 - May 16, 2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC
Primary Firm SEC Registration
BBVA GLOBAL WEALTH ADVISORS, INC.
CRD#: 327326 / SEC#: 801-129582
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/18/2024)
(4/30/2024)
Exams
Series 7TO
Date: 12/15/2022
General Securities Representative ExaminationSeries 6TO
Date: 12/15/2022
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
BBVA GLOBAL WEALTH ADVISORS, INC.
CRD#: 327326 / SEC#: 801-129582
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 665 |
| AUM (Assets Under Management) | $ 1,208,850,630 |
Red Flags
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