Catalina Ballestas is a registered investment advisor at Bg Advisors, based in Miami, FL, with 3 years of industry experience. Catalina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 9 clients with $40M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
IM Fee
Planning only
Assets Under Management
$40.4M
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Location
1441 Brickell Ave, Suite 1700, Miami, FL, 33131
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Bg Advisors
July 2026 - Present · 3 mos
Bolton Global Asset Management
November 2025 - Present · 11 mos
Previous Registrations
Bolton Global CapitalBroker
September 2025 - June 2026 · 9 mos
J.P. Morgan Securities LLC
September 2022 - August 2024 · 1 yr 11 mos
J.P. Morgan Securities LLCBroker
August 2022 - August 2024 · 2 yrs
State Registrations1 state
FL
Advisor
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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