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Mckinzie Valverdy

Bull Market Investment Management, INC.
10 Years of Experience
Miami, FL
2 DisclosuresBroker
View SEC Summary
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Mckinzie Valverdy is a registered investment advisor at Bull Market Investment Management, INC., based in Miami, FL, with 10 years of industry experience. Mckinzie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 209 clients with $32M in assets under management.

Bull Market Investment Management, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
209 clients
Average Client Portfolio
$155K average
Assets Under Management
$32.3M

Fee Structure

Minimum Investment:$50K
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10.0M - $25.0M0.85%
$25.0M - $50.0M0.75%
$50M+0.65%

All fees are negotiable. For accounts under $100,000, BMIM charges a $500 annual management fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

175 SW 7th Street, Suite 1616, Miami, FL, 33130

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2024
Settled
Financial
February 2021
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Bull Market Investment Management, INC.
June 2026 - Present · 4 mos
Bull Market Securities, INC.Broker
January 2026 - Present · 9 mos
Previous Registrations
Bbva Global Wealth Advisors, INC.
December 2025 - January 2026 · 1 mo
Puente Asesoramiento De Inversiones, LLC
January 2025 - April 2025 · 3 mos
Puente Servicios Financieros LLCBroker
September 2024 - April 2025 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2022 - July 2024 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2022 - July 2024 · 2 yrs 4 mos
Abacus Capital Advisors
September 2021 - November 2021 · 2 mos
Citigroup Global Markets INC.
December 2018 - June 2021 · 2 yrs 6 mos
Citigroup Global Markets INC.Broker
October 2018 - June 2021 · 2 yrs 8 mos
Citi International Financial Services LLCBroker
April 2017 - July 2018 · 1 yr 3 mos
J.P. Morgan Securities LLC
July 2016 - March 2017 · 8 mos
J.P. Morgan Securities LLCBroker
June 2016 - March 2017 · 9 mos
Morgan Stanley
March 2013 - September 2014 · 1 yr 6 mos
Morgan StanleyBroker
January 2013 - September 2014 · 1 yr 8 mos
Vfinance Investments, INCBroker
September 2012 - October 2012 · 1 mo
State Registrations2 states
FLIL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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