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Tatiana Rivero Cuellar

Bulltick Wealth Management, LLC

Cdmx

Miami, FL

CRD 7423764

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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
TX RA APPROVED 2022-12-20
FL RA APPROVED 2022-08-24
  • TX RA
    APPROVED
    Since 2022-12-20
  • FL RA
    APPROVED
    Since 2022-08-24

Branch Locations

Cdmx • Mexico

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Banco Credit Suisse Cdmx 04/2012 05/2021
Bulltick Wealth Management Miami FL 08/2021 Present
  • 04/2012 → 05/2021
    Banco Credit Suisse
    Cdmx
  • 08/2021 → Present
    Bulltick Wealth Management
    Miami, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-31
  • S65 Uniform Investment Adviser Law Examination
    2022-01-31

View on SEC IAPD

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