Agustin
Toussaint
Bulltick Wealth Management, LLC
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About this Advisor
Agustin Toussaint is a financial advisor working in Miami, Florida with 16 years of relevant experience. Toussaint currently works for Bulltick Wealth Management, LLC. Toussaint has gained experience at Bulltick Investments, LLC and Bulltick, LLC. Toussaint holds Series 63 and Series 66 licenses, certifying them as a securities representative, and can operate in Florida. Bulltick Wealth Management, LLC is a business operating out of Miami, FL. It has a total of 42 advisors. It manages $2 billion in assets under management between its 342 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. Of its 342 client accounts, 65% are held by high-net-worth investors who have greater than $1 million in assets. The business provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Fees for financial management typically depend on which services the firm provides the client. Fees billed by Bulltick Wealth Management, LLC most likely include some blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bulltick Wealth Management, LLC Brokerage Details
$1,658,843,016
42
342
$4,850,418
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Agustin Toussaint Work History
Agustin has been registered as a financial advisor for 16 years.*
Bulltick, LLC
Bulltick Investments, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Agustin Toussaint to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bulltick Wealth Management, LLC
Miami, FL
Cdmx,
Hermonsillo,
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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