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CFA

Gregan Sterling Anderson

Bulltick Wealth Management, LLC
9 Years of Experience
Broker
View SEC Summary
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Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Bulltick Wealth Management, LLC
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

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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Employment History
Current Registrations
Bulltick Wealth Management, LLC
February 2020 - Present · 6 yrs
Bulltick, LLCBroker
November 2016 - Present · 9 yrs 3 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.