Best Investors Account Sign in

Hector Francisco Villaescusa

Bulltick Wealth Management, LLC

Miami, FL

Hermosillo

CRD 4185707

Claim This Profile
Employer firm

Bulltick Wealth Management, LLC CRD 141588

$1.95B regulatory AUM 46 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • INVESTMENT CONSULTING SERVICES & REAL ESTATE ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Bulltick Wealth Management, Llc

333 Se 2Nd Ave Suite 3950, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-12-22
TX RA APPROVED 2022-10-20
  • FL RA
    APPROVED
    Since 2022-12-22
  • TX RA
    APPROVED
    Since 2022-10-20

Branch Locations

333 Se 2Nd Ave Suite 3950, Miami, FL 33131 • United States

Hermosillo • Mexico

Disclosures

1 disclosure category 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Goldman, Sachs & Co Miami FL 09/2010 07/2017
Bulltick Wealth Management, Llc Miami FL 06/2019 Present
Blue Capital Advisors, Llc Miami FL 07/2017 06/2019
  • 09/2010 → 07/2017
    Goldman, Sachs & Co
    Miami, FL
  • 06/2019 → Present
    Miami, FL
  • 07/2017 → 06/2019
    Blue Capital Advisors, Llc
    Miami, FL
Other Businesses

CONVISION 20/20 IS AN EYE CLINIC IN MEXICO, WHERE I AM AN INVESTOR Bulltick Insurance Agency: holds life insurance license. Spends approximately 60h/month during securities trading hours devoted to this activity. Name of the Outside Business Activity: Partners Financials Role: Board Member Investment Related: No Start of OBA: 12/2024 Duties: Advise to the board on new memberships, new markets, opportunities. Approximate number of hours per month devoted to OBA: 4 (during market hours/per month): 2 Compensation: Flat annual fees for in person meeting and video conference

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-10
S66 Uniform Combined State Law Examination 2010-10-18
S63 Uniform Securities Agent State Law Examination 2009-09-04
  • S65 Uniform Investment Adviser Law Examination
    2022-10-10
  • S66 Uniform Combined State Law Examination
    2010-10-18
  • S63 Uniform Securities Agent State Law Examination
    2009-09-04
Other Names
  • Hector Villaescusa

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Miami, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor