CP
CP

Carlos Eduardo Younes Padilla

20 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

333 SE 2nd Ave, Suite 3950, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Carlos owns Nival Holding, LLC (a restaurant) and Mr. Specialties, LLC (import and sale of fresh produce), dedicating a few hours per week and about 10-20% of his time respectively to consulting duties. He also provides personal loans for home remodeling/sales, spending minimal time on this activity.

Employment History
Current Registrations
Bulltick Wealth Management, LLC
December 2015 - Present · 10 yrs 2 mos
Bulltick, LLCBroker
November 2015 - Present · 10 yrs 3 mos
Previous Registrations
Bulltick Wealth Management, LLC
December 2015 - December 2015 · 0 mos
Vectorglobal Iag, INC.
July 2010 - January 2016 · 5 yrs 6 mos
Vectorglobal Iag, INC.
July 2010 - December 2014 · 4 yrs 5 mos
Vectorglobal WmgBroker
August 2009 - September 2015 · 6 yrs 1 mo
Citicorp Financial Services CorporationBroker
January 2003 - April 2007 · 4 yrs 3 mos
State Registrations5 states
DCFLOHSDTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.