Roberta Fernandes
Investment Adviser Representative at BBVA Global Wealth Advisors, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Roberta Fernandes is an investment adviser representative with BBVA Global Wealth Advisors, Inc. in Houston, TX, where they have been registered since 2025. They have worked in the securities industry since 2016 and have been registered with 5 firms, including BTG Pactual Asset Management US , LLC and Morgan Stanley. They have passed 2 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Valores BanistmoFeb 2017 – Jun 2021Panama City
- Morgan Stanley Smith Barney LLCAug 2021 – Apr 2023Houston, TX
- UnemployedJul 2016 – Jan 2017Panama City
- Morgan Stanley Private Bank, N.ASep 2021 – Apr 2023New York, NY
- BTG Pactual US Capital, LLCApr 2023 – Nov 2025Miami, FL
- BTG Pactual Asset Management US LLCMar 2024 – Nov 2025Miami, FL
- BBVA Global Wealth Advisors Inc.Nov 2025 – no end date reportedHouston, TX
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)
- 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.
Client types the firm serves
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 profileOther advisors at BBVA Global Wealth Advisors, Inc.
Showing 12 of 49 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Roberta Fernandes 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.
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