Unclaimed Profile

Maria Estibaliz Incer Romeo

BAC GLOBAL ADVISORS, INC.·CORAL GABLES, Florida

BAC 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.

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Maria Estibaliz Incer Romeo is a registered financial advisor based in CORAL GABLES, Florida, affiliated with BAC GLOBAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Fee-Only Advisory

Client Types

Pension & Retirement Plans

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 →

Firm Overview

Firm

BRADESCO GLOBAL ADVISORS INC.

BRADESCO GLOBAL ADVISORS

AUM

$185M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BRADESCO GLOBAL ADVISORS INC. →

Services

Pension consulting

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5885341

Firm CRD# 134416

View on FINRA BrokerCheck →

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 →