Daniel S. Lizaso Trejo

BBVA GLOBAL WEALTH ADVISORS

Miami, FL 33131

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CRD#: 7533706

Professional summary

Daniel Simon Lizaso Trejo, who also goes by Daniel Lizaso, 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 2022. Daniel has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel Lizaso

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 Daniel Simon Lizaso Trejo'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

July 7, 2025 - Present

BBVA GLOBAL WEALTH ADVISORS, INC.

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

RIA

CRD#: 327326

Miami, FL

Past

July 26, 2022 - December 20, 2023

DEUTSCHE BANK SECURITIES INC.

RIA

CRD#: 2525

MIAMI, FL

Past

June 13, 2022 - April 15, 2025

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

MIAMI, FL

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
(7/7/2025)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/23/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/11/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/28/2022

Securities Industry Essentials 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 (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BBVA GWA ADV 2A APPENDIX WRAP FEE PROGRAM (11/5/2025)

BBVA GWA ADV 2A (11/5/2025)

Regulatory assets under management

Total Number of Accounts	665
AUM (Assets Under Management)	$ 1,208,850,630

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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Daniel S. Lizaso Trejo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Simon Lizaso Trejo's CRS (Customer Relationship Summary).

Certified licenses

Experience

BBVA GLOBAL WEALTH ADVISORS, INC.

DEUTSCHE BANK SECURITIES INC.

DEUTSCHE BANK SECURITIES INC.

Primary Firm SEC Registration

BBVA GLOBAL WEALTH ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/23/2022

Series 7TO

Date: 6/11/2022

SIE

Date: 4/28/2022

Current Firm

BBVA GLOBAL WEALTH ADVISORS, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BBVA GLOBAL WEALTH ADVISORS, INC.

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