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Carlos Antonio Mena

31 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
253 clients
Average Client Portfolio
$6.6M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$500K
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Location

1221 Brickell Avenue, Suite 200, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Carlos works as an Investment Adviser Representative with Intercam Advisors, Inc. since March 2020, dedicating about a quarter of his time to this affiliated, investment-related business.

Employment History
Current Registrations
Bulltick Wealth Management, LLC
August 2025 - Present · 6 mos
Bulltick, LLC
August 2025 - Present · 6 mos
Bulltick, LLCBroker
August 2025 - Present · 6 mos
Previous Registrations
Intercam Advisors, INC.
March 2020 - August 2025 · 5 yrs 5 mos
Intercam Securities, INC.Broker
March 2020 - August 2025 · 5 yrs 5 mos
Banorte-Ixe Securities International, LTD.Broker
June 2006 - October 2019 · 13 yrs 4 mos
Vectormex IncorporatedBroker
November 1994 - May 2006 · 11 yrs 6 mos
Vectormex IncorporatedBroker
October 1994 - October 1994 · 0 mos
Bancomer Securities International INC.Broker
August 1993 - October 1994 · 1 yr 2 mos
State Registrations4 states
CTFLNJTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.