Juan
Lopez Quinones
Bulltick Wealth Management, LLC
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About this Advisor
Juan Lopez Quinones is a chartered financial analyst working in Miami, Florida who has 2 years of industry experience. Lopez Quinones is an employee of Bulltick Wealth Management, LLC. The advisor has gained experience at Credit Suisse, Btg Pactual, 3D Estate, Navalfa and Bulltick Wealth Management. Lopez Quinones is registered to advise clients in Florida. Bulltick Wealth Management, LLC is a registered investment company headquartered in Miami, FL. It has a total of 42 employees. It manages $2 billion in total assets between its 342 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 342 customer accounts, 65% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Bulltick Wealth Management, LLC has a broad array of services, such as 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 usually depend on which service is provided. However, fees billed by Bulltick Wealth Management, LLC likely are comprised of some combination 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
Juan Lopez Quinones Work History
Juan has been registered as a financial advisor for 2 years.*
Bulltick Wealth Management
Navalfa
Credit Suisse
3D Estate
Btg Pactual
*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 Juan Lopez Quinones 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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