AdFi
AT

Alejandro Trejo

Investment Adviser Representative at BBVA GLOBAL WEALTH ADVISORS, INC.

Miami, FLCRD #5519004Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
States Registered
2 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Alejandro Trejo has worked in the securities industry since 2009. They are registered to provide investment advisory services in Florida and Texas.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
FloridaTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/3/2023
Series 63
Uniform Securities Agent State Law Examination
Passed 5/4/2009
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/8/2008

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Non-Discretionary $0-$1M2.00%
Non-Discretionary $1M-$7.5M1.50%
Non-Discretionary $7.5M+0.90%
Discretionary $0-$1M2.30%
Discretionary $1M-$7.5M1.80%
Discretionary $7.5M+1.20%
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

BBVA Global Wealth Advisors, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BBVA GLOBAL WEALTH ADVISORS, INC.Current
3/1/2024Miami, FL
PNC INVESTMENTS
9/17/202112/6/2023Houston, TX
BBVA SECURITIES INC.
5/16/20139/17/2021Houston, TX
BBVA COMPASS INVESTMENT SOLUTIONS, INC
6/30/20095/16/2013Houston, TX
BBVA INVESTMENTS INC.
10/9/20087/1/2009Houston, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at BBVA GLOBAL WEALTH ADVISORS, INC.

Showing 12 of 49 in the directory

View BBVA GLOBAL WEALTH ADVISORS, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alejandro Trejo has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Alejandro Trejo - Financial Advisor in Miami, FL | AdvisorFinder