MH
MH

Miguel Angel Olavarri Hervella

8 Years of Experience
BrokerSells Insurance
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.

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 ActivitiesSells Insurance

Miguel is a member of Olava Holdings LLC, a real estate investment vehicle, and spends minimal time on it. He also has interests in Comparato Lending LLC and EKIS, LLC, both personal investment vehicles for real estate, and is a life insurance agent with Bulltick Insurance Agency LLC, spending a few hours per week on this.

Employment History
Current Registrations
Bulltick Wealth Management, LLC
May 2018 - Present · 7 yrs 9 mos
Bulltick, LLC
March 2018 - Present · 7 yrs 11 mos
Bulltick, LLCBroker
March 2018 - Present · 7 yrs 11 mos
Previous Registrations
Investment Placement GroupBroker
May 2017 - February 2018 · 9 mos
Crosswell Advisors, LLC
March 2017 - June 2018 · 1 yr 3 mos
Mei New York, INCBroker
May 2015 - July 2015 · 2 mos
State Registrations3 states
CAFLTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.