Daniel Dragone

BBVA GLOBAL WEALTH ADVISORS

MIAMI, FL 33131

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CRD#: 6615920

Professional summary

Daniel Dragone, who also goes by Daniel Alcantara Dragone, Daniel Alcantara Dragone, Daniel Dragone, is a registered financial advisor currently at BBVA GLOBAL WEALTH ADVISORS, INC. located in Miami, Florida.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Daniel has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Aliases

Daniel Alcantara Dragone | Daniel Alcantara Dragone | Daniel Dragone

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.

Bradesco Global Advisor, Investment Related, 3011 Ponce de Leon Blvd. PH-1, Coral Gables, FL 33134, Financial Industry, IAR, start date October 7, 2025, 160 Hours/ all trading hours. VP Product Owner

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Dragone'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

September 8, 2026 - Present

BBVA GLOBAL WEALTH ADVISORS, INC.

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

RIA

CRD#: 327326

MIAMI, FL

Past

October 14, 2025 - July 29, 2026

BRADESCO GLOBAL ADVISORS

RIA

CRD#: 134416

CORAL GABLES, FL

Past

October 7, 2025 - July 29, 2026

BRADESCO INVESTMENTS INC.

CRD#: 19453

CORAL GABLES, FL

Past

September 5, 2023 - May 2, 2024

MORGAN STANLEY

RIA

CRD#: 149777

Miami Beach, FL

Past

September 5, 2023 - May 2, 2024

MORGAN STANLEY

CRD#: 149777

PURCHASE, NY

Past

December 3, 2018 - September 5, 2023

HARRISDIRECT LLC

RIA

CRD#: 42159

Jersey City, NJ

Past

June 1, 2018 - September 5, 2023

E*TRADE SECURITIES LLC

CRD#: 29106

NEW YORK, NY

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
(9/8/2026)

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

What does exam status mean?

State Security Law Exam

IAR

Series 66

Status Unavailable

Passed: 11/28/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 6/1/2018

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Status Unavailable

Passed: 7/19/2021

General Securities Principal Examination

Current Firm

BBVA GLOBAL WEALTH ADVISORS, INC.

CRD#: 327326 / SEC#: 801-129582

RIA

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

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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 (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BBVA GWA ADV 2A APPENDIX WRAP FEE PROGRAM (6/26/2026)

BBVA GWA ADV 2A (6/26/2026)

Regulatory assets under management

Total Number of Accounts	792
AUM (Assets Under Management)	$ 1,364,604,282

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.

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Advisor Monitoring

Firm Stability Insights

Daniel Dragone

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Dragone's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRADESCO GLOBAL ADVISORS

BRADESCO INVESTMENTS INC.

MORGAN STANLEY

MORGAN STANLEY

HARRISDIRECT LLC

E*TRADE SECURITIES LLC

Primary Firm SEC Registration

BBVA GLOBAL WEALTH ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Passed: 11/28/2018

SIE

Passed: 10/1/2018

Series 7

Passed: 6/1/2018

Series 24

Passed: 7/19/2021

Current Firm

BBVA GLOBAL WEALTH ADVISORS, INC.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BBVA GLOBAL WEALTH ADVISORS, INC.

TRUST BUT VERIFY

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