DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Matteo Hernandez-Sada
Feed of 09/14/2026
Also filed as Matteo Sada
At current firm
2 y
since Aug 19, 2024
In the industry
19 y
since Mar 27, 2007 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Bbva Global Wealth Advisors, Inc. independent RIA currentsince Aug 19, 2024 · Miami, Fl
- Alterna Wealth Management, Inc. independent RIAJul 7, 2023 to Nov 7, 2023 · Houston, Tx
- Citigroup Global Markets Inc. BD affiliatedOct 25, 2018 to Jan 20, 2023 · Houston, Tx
- Pnc Managed Account Solutions, Inc. formerAug 22, 2015 to Sep 28, 2018 · Houston, Tx
- Usaa Financial Planning Services formerJan 13, 2015 to Jul 27, 2015 · Phoenix, Az
- Charles Schwab & Co., Inc. national BDSep 29, 2011 to Jun 4, 2014 · Phoenix, Az
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSep 24, 2010 to Apr 15, 2011 · Chandler, Az
Moves
a registration end followed by a registration begin elsewhere
- Alterna Wealth Management, Inc. to Bbva Global Wealth Advisors, Inc.left Nov 7, 2023, registered Aug 19, 2024 (286 days) · RIA to RIA
- Citigroup Global Markets Inc. to Alterna Wealth Management, Inc.left Jan 20, 2023, registered Jul 7, 2023 (168 days) · Affiliated broker-dealer or bank to independent RIA
- Pnc Managed Account Solutions, Inc. to Citigroup Global Markets Inc.left Sep 28, 2018, registered Oct 25, 2018 (27 days) · Affiliated broker-dealer or bank to another
- Usaa Financial Planning Services to Pnc Managed Account Solutions, Inc.left Jul 27, 2015, registered Aug 22, 2015 (26 days) · Other
- Charles Schwab & Co., Inc. to Usaa Financial Planning Servicesleft Jun 4, 2014, registered Jan 13, 2015 (223 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Charles Schwab & Co., Inc.left Apr 15, 2011, registered Sep 29, 2011 (167 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- Matteo Hernandez-Sada left Alterna Wealth Management, Inc. for Bbva Global Wealth Advisors, Inc. (registered 2024-08-19)Nov 7, 2023 · Advisor changed firm · fact
- Matteo Hernandez-Sada left Citigroup Global Markets Inc. for Alterna Wealth Management, Inc. (registered 2023-07-07)Jan 20, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address