Best Investors
Account
Sign in
Bulltick Wealth Management, LLC CRD 141588
$1.95B regulatory AUM 46 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
333 Se 2Nd Ave Suite 3950, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-05 |
| TX | RA | APPROVED_RES | 2025-06-14 |
Branch Locations
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Miami | FL | 03/2012 | 04/2025 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2025 |
| Bulltick, Llc | Miami | FL | 05/2025 | Present |
| Bulltick Wealth Management Llc | Miami | FL | 05/2025 | Present |
Name: EKV Corporation Address: 2655 LeJeune Road Suite 815, Coral Gables, FL 33134 Investment Related: Yes Nature of Business: Real Estate Holding Company Title/Position: President Duties: Holding Company Start Date: March 2023 Approximate Hours/Month; 0 Hours during trading hours: 0 Name: Bulltick Insurance Agency Address: 333 SE 2nd Avenue, Suite 3950, Miami, FL 33131 Investment Related: Yes Nature of Business: Life Insurance Title/Position: Life Insurance Agent Duties: Insurance Sales Start Date: May 2025 (Licensed since 2007) Approximate Hours/Month: 0 Hours during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-10-21 |
Reach out to this advisor