Advisor at Bulltick Wealth Management, LLC
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Firm
Bulltick Wealth Management, LLC
Location
Miami, FL 33131
Credentials
Series 66
Industry experience
2 years
Nicolas Hernandez is a financial advisor at Bulltick Wealth Management, LLC in Miami, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Bulltick, he worked at Morgan Stanley. Outside of advising, he is the owner and director of Estructura SAS, a company involved in the development of energy projects. Bulltick Wealth Management provides investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations, combining macroeconomic analysis with fundamental and technical security research to offer diversified portfolio management and financial planning.
Based on Bulltick Wealth Management, LLC
Based on Bulltick Wealth Management, LLC
Based on Bulltick Wealth Management, LLC
$2,500 to $10,000 for financial planning services (negotiable, varies by complexity)
0.50% to 1.75% annually (negotiable, varies by account size and service complexity)
15% performance fee on excess total return for Tactical Opportunities Strategy; carried interest on certain Funds (General Partner receives 20% to 30% of profits above preferred return)
Account minimum: $500,000
333 Se 2 Nd Ave, Suite 3950
Miami, FL 33131
Florida
Morgan Stanley
2022 - Present (4 years)
Loyer Inc/ Spartan Hill
2022 - 2022 (1 year)
N/a
2021 - 2021 (1 year)
Fotonorte/ Estructura S.A.S
2021 - 2021 (1 year)
N/a
2020 - 2021 (1 year)
UPSIDE Consulting
2020 - 2020 (1 year)
N/a
2020 - 2020 (1 year)
American Capital Financial Group
2020 - 2020 (1 year)
N/a
2019 - 2019 (1 year)
Distasa S.A. ESP
2019 - 2019 (1 year)
N/a
2013 - 2019 (6 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Fund sponsor
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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Series 65
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Series 65
Miami, FL
BlueReef Capital
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