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MK

Murat Kalkan

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CRD#: 7855542
MK

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.

Murat Kalkan was a registered financial professional .

Murat is a previously registered financial professional and started their career in finance in 2024. Murat had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

July 25, 2024 - August 12, 2024

BBVA GLOBAL WEALTH ADVISORS, INC.

RIA
CRD#: 327326
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".
BG
BBVA GLOBAL WEALTH ADVISORS, INC.
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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 1/8/2024
Uniform Investment Adviser Law Examination

Current Firm


BG
BBVA GLOBAL WEALTH ADVISORS, INC.
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
57

SEC notice filing (3 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

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

Regulatory assets under management


Total Number of Accounts665
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.

Company Information


BBVA GLOBAL WEALTH ADVISORS, INC.

CRD#: 327326

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