Unclaimed Profile

Maria Estibaliz Incer Romeo

BAC GLOBAL ADVISORS, INC.·CORAL GABLES, Florida

SIE, Series 4, Series 7, Series 7TO, Series 24, Series 66Clean record11 years registeredBAC GLOBAL ADVISORS, INC.

2333 PONCE DE LEON BLVD., CORAL GABLES, FL 33134CRD# 5885341Firm CRD# 134416

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Maria Estibaliz Incer Romeo · CORAL GABLES, FL

Registration

CRD #5885341 · BAC GLOBAL ADVISORS, INC. · 11 years registered

Brand Profile

Not yet started

Career History

BANCO DO BRASIL SECURITIES LLC

Apr 2023 – present

BB SECURITIES

Apr 2023 – present

WIZEST INC.

Jun 2022 – Mar 2023

Palmetto Bay, FL

BRADESCO GLOBAL ADVISORS

Oct 2014 – Dec 2021

CORAL GABLES, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 7TO

Series 24

Series 66

Registration record

First registered · October 30, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRADESCO GLOBAL ADVISORS INC.

CRD 134416 · SEC 801-123555

AUM

$185M

Regulatory assets under management

Employees

1,020 client accounts

Services offered by BRADESCO GLOBAL ADVISORS INC.

Per Form ADV

Pension consulting

Other

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at BRADESCO GLOBAL ADVISORS INC. →

Introduction

Speak with Maria

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Maria is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CORAL GABLES?

Browse all registered financial advisors in CORAL GABLES, Florida or claim this profile if it's yours.

Browse CORAL GABLES Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Maria Estibaliz Incer Romeo offer?

Maria Estibaliz Incer Romeo specializes in Retirement Planning, Fee-Only Advisory. Contact their office in CORAL GABLES, Florida for a consultation.

What are Maria Estibaliz Incer Romeo's credentials?

Maria Estibaliz Incer Romeo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Maria Estibaliz Incer Romeo located?

Maria Estibaliz Incer Romeo is based in CORAL GABLES, Florida, working with BAC GLOBAL ADVISORS, INC.. Their office serves clients in the CORAL GABLES metropolitan area and surrounding communities.

How does Maria Estibaliz Incer Romeo charge for services?

Maria Estibaliz Incer Romeo's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BAC GLOBAL ADVISORS, INC.?

BAC GLOBAL ADVISORS, INC. has approximately 12 employees and manages $185M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →