Andres J. Masvidal
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Andres Jury Masvidal, who also goes by Andres Masvidal, Andres J Masvidal, Andres Jury Masvidal, was a registered financial professional .
Andres is a previously registered financial professional and started their career in finance in 2017. Andres had worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 10, 2021 - December 23, 2025
BCI SECURITIES, INC.
December 2, 2019 - December 8, 2020
RAYMOND JAMES & ASSOCIATES, INC.
February 27, 2019 - December 12, 2019
UBS FINANCIAL SERVICES INC.
June 21, 2017 - February 7, 2019
EFG CAPITAL INTERNATIONAL
Primary Firm SEC Registration
BCI SECURITIES, INC.
CRD#: 168047 / SEC#: 801-121997, 8-69287
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BCI SECURITIES, INC.
CRD#: 168047 / SEC#: 801-121997, 8-69287
Contact information
SEC notice filing (1 States and Territories)
FINRA licenses (23 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BANCO DE CREDITO E INVERSIONES, S.A. | SHAREHOLDER | |
| FOXX, TERESA PENNET | DIRECTOR | 2608603 |
| GARCIA NIETO, FRANCISCO JAVIER | DIRECTOR OF SALES | 6645468 |
| GROOM, PAMELA SNELL | CCO | 2870233 |
| MARTIN-DONADIO, CARLOS | CEO/DIRECTOR | 2550675 |
| MARTINEZ-LEJARZA, JUAN CARLOS | DIRECTOR | 6369051 |
| NODAR, MARIA EUGENIA | FINOP/PFO | 1660104 |
| SEGUNDO, JUAN ALBERTO | DIRECTOR | 6353039 |
| VEGA, MARIA GRISEL | DIRECTOR | 6235036 |
Regulatory assets under management
| Total Number of Accounts | 430 |
| AUM (Assets Under Management) | $ 295,193,450 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/25/2025 |
Red Flags
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