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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 | 2022-12-22 |
| TX | RA | APPROVED | 2022-10-20 |
Branch Locations
333 Se 2Nd Ave Suite 3950, Miami, FL 33131 • United States
Hermosillo • Mexico
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| 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 |
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