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Catalina Maria Cadavid

Investment Adviser Representative at BBVA Global Wealth Advisors, Inc.

Miami, FLCRD #4261425Investment Adviser Representative
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
Exams Passed
9

Professional summary

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

Catalina Maria Cadavid is an investment adviser representative with BBVA Global Wealth Advisors, Inc. in Miami, FL, where they have been registered since 2024. They have worked in the securities industry since 2003 and have been registered with 7 firms, including Lloyds Securities and Stanchart Securities International, Inc. They have passed 9 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Florida and Texas.

Office

501 Brickell Key Drive, Suite 601
Miami, FL 33131

Advisors at this office: 34

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/28/2024
Series 63
Uniform Securities Agent State Law Examination
Passed 11/2/2000
Series 79
Investment Banking Registered Representative Examination
Passed 1/2/2023
Series 99
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 3
National Commodity Futures Examination
Passed 1/18/2006
Series 7
General Securities Representative Examination
Passed 10/3/2000
Series 24
General Securities Principal Examination
Passed 2/2/2001
Series 4
Registered Options Principal Examination
Passed 12/4/2000

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

BBVA Global Wealth Advisors, Inc.Current
5/28/2024 – Miami, FL
Lloyds Securities
2/25/2014 – 1/18/2023New York, NY
Stanchart Securities International, Inc.
7/12/2010 – 4/27/2012Miami, FL
Progress Investments LLC
5/10/2010 – 7/9/2010Miami, FL
Bulltick Securities, LLC
12/17/2004 – 7/9/2010Miami, FL
Bulltick, LLC
9/27/2004 – 7/9/2010Miami, FL
Wallstreet Electronica, Inc.
10/4/2000 – 9/24/2004Coral Gables, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. BBVA Global Wealth Advisors, Inc.
    Mar 2023 – no end date reportedMiami, FL
  2. Lloyds Bank Singapore
    Jul 2015 – Dec 2022Singapore
  3. Unemployed
    Jan 2023 – Mar 2023Miami, FL

Official records & sources

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

About BBVA Global Wealth Advisors, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm account minimum
$500,000 (waivable)
Firm's annual rate schedule by assets
  • Non-Discretionary $0-$1M2.00%
  • Non-Discretionary $1M-$7.5M1.50%
  • Non-Discretionary $7.5M+0.90%
  • Discretionary $0-$1M2.30%

+2 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

The firm offers a sophisticated service model built on four strategic components: Investment, Transactional, Financial Advisor, and Wealth Planning. It provides tailored investment solutions focused on long-term financial well-being and capital preservation, as well as non-financial solutions including exclusive lifestyle experiences in areas such as Business Families & Next Generation, Premium Health & Wellness, and Art, Culture, & Sports.

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and Institutions
Firm areas of expertise
Investment AdvisoryWealth PlanningNon-discretionary ManagementUltra-high-net-worthGlobal InvestingFiduciaryOpen-architectureLifestyle ServicesInternational Clients

Client types the firm serves

IndividualsHigh Net WorthCorporationsOther

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
49
Offices listed on AdvisorFinder:
1
Main office:
Miami, FL
Founded:
2024
SEC file number:
801-129582

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 15, 2026

View full firm profile

Other advisors at BBVA Global Wealth Advisors, Inc.

Showing 12 of 49 in the directory

View BBVA Global Wealth Advisors, Inc. firm profile

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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. Catalina Maria Cadavid 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Catalina Maria Cadavid (BBVA Global Wealth Advisors)