Juan Carlos Sanchez Costes

VECTORGLOBAL IAG

Miami, FL 33131

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CRD#: 7228784

Professional summary

Juan Carlos Sanchez Costes is a registered financial advisor currently at VECTORGLOBAL IAG, INC. located in Miami, Florida and BBVA GLOBAL WEALTH ADVISORS, INC. located in Chula Vista, California.

Juan Carlos is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Juan Carlos has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Juan Carlos Sanchez Costes'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

January 27, 2023 - Present

VECTORGLOBAL IAG, INC.

Office #1: 1001 Brickell Bay Drive Suite 1900, Miami, FL 33131

RIA

CRD#: 147129

Miami, FL

Current

April 22, 2026 - Present

BBVA GLOBAL WEALTH ADVISORS, INC.

RIA

CRD#: 327326

CHULA VISTA, CA

Past

January 27, 2023 - April 17, 2026

VECTORGLOBAL WMG

CRD#: 32396

MIAMI, FL

Past

July 7, 2021 - February 9, 2023

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

SAN DIEGO, CA

Past

July 7, 2021 - February 9, 2023

UBS FINANCIAL SERVICES INC.

CRD#: 8174

SAN DIEGO, CA

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".

VECTORGLOBAL IAG, INC.

FPMI LLC DBA FPW INTERNATIONAL | VECTORGLOBAL IAG, INC. | VECTORGLOBAL IAG

CRD#: 147129 / SEC#: 801-110128

RIA

Registered Investment Advisory firm - (3/17/2017 Approved)

Florida

Registered Investment Advisory firm - (5/10/2017 Terminated)

Illinois

Registered Investment Advisory firm - (12/31/2014 Failure to Renew)

Iowa

Registered Investment Advisory firm - (2/6/2018 Terminated)

New York

Registered Investment Advisory firm - (11/7/2014 Cancelled)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

California
(1/27/2023)

IAR

Florida
(3/2/2023)

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

State Security Law Exam

IAR

Series 66

Date: 7/9/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/11/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/10/2019

Securities Industry Essentials Examination

Current Firm

VECTORGLOBAL IAG, INC.

FPMI LLC DBA FPW INTERNATIONAL | VECTORGLOBAL IAG, INC. | VECTORGLOBAL IAG

CRD#: 147129 / SEC#: 801-110128

RIA

Registered Investment Advisory firm - (3/17/2017 Approved)

Florida

Registered Investment Advisory firm - (5/10/2017 Terminated)

Illinois

Registered Investment Advisory firm - (12/31/2014 Failure to Renew)

Iowa

Registered Investment Advisory firm - (2/6/2018 Terminated)

New York

Registered Investment Advisory firm - (11/7/2014 Cancelled)

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Contact information

Main Address

1001 Brickell Bay Drive Suite 1900, Miami, FL 33131

Mailing Address

Phone number

(305) 350-3350

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A BROCHURE 02-06-2026 (2/12/2026)

FORM ADV PART 2A BROCHURE 09-05-2025 (9/5/2025)

FORM ADV 2A BROCHURE 04-23-2025 (4/23/2025)

FORM ADV 2A BROCHURE 04-03-2025 (4/3/2025)

FORM ADV PART 2A BROCHURE - 03-04-2025 (3/4/2025)

Regulatory assets under management

Total Number of Accounts	1,833
AUM (Assets Under Management)	$ 1,692,879,789

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

Juan Carlos Sanchez Costes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Juan Carlos Sanchez Costes's CRS (Customer Relationship Summary).

Certified licenses

Experience

VECTORGLOBAL IAG, INC.

BBVA GLOBAL WEALTH ADVISORS, INC.

VECTORGLOBAL WMG

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

VECTORGLOBAL IAG, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/9/2020

Series 7TO

Date: 3/11/2020

SIE

Date: 10/10/2019

Current Firm

VECTORGLOBAL IAG, INC.

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VECTORGLOBAL IAG, INC.

TRUST BUT VERIFY

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