MM
Michel R. Marguerat
BVB AND PARTNERS S.A.
GENEVA, 1204
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CRD#: 7960722
MM
Professional summary
Michel Renato Marguerat Mr. is a registered financial advisor currently at BVB AND PARTNERS S.A. .
Michel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Michel has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Michel Renato Marguerat Mr.'s 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®
NoneExperience
Current
April 22, 2026 - Present
BVB AND PARTNERS S.A.
Office #1: Rue De La Corraterie 26, Geneva 1204RIA
CRD#: 288814
GENEVA,
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".
BA
BVB AND PARTNERS S.A.
BVB AND PARTNERS S.A. | HERITAGE AND PARTNERS S.A.
CRD#: 288814 / SEC#: 801-110756
RIA
Registered Investment Advisory firm - (7/5/2017 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
Texas(4/22/2026)
Exams
Current Firm
BA
BVB AND PARTNERS S.A.
BVB AND PARTNERS S.A. | HERITAGE AND PARTNERS S.A.
CRD#: 288814 / SEC#: 801-110756
RIA
Registered Investment Advisory firm - (7/5/2017 Approved)PREMIUM
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Contact information
Main Address
Rue De La Corraterie 26, Geneva 1204
Mailing Address
Phone number
41 22 318 20 00
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 1,537,686 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
