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Adolfo Lazaro

Bulltick Wealth Management, LLC

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About Adolfo Lazaro

Adolfo Lazaro is a registered representative with Bulltick Wealth Management, LLC in Miami, Florida. Adolfo Lazaro has over 20 years of experience in the financial services industry. Adolfo Lazaro holds several licenses and registrations including Series 7, Series 24, Series 4, Series 55, Series 57TO, and Series 66. Adolfo Lazaro specializes in providing investment consulting services and portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Adolfo Lazaro is currently registered with Bulltick Wealth Management, LLC. Bulltick Wealth Management, LLC is an investment advisory firm located in Miami, Florida. They provide financial planning, investment consulting services, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. The firm manages approximately $1.6 billion in assets and has a team of 28 registered representatives.
Bulltick Wealth Management, LLC

333 SE 2ND AVE

MIAMI, FL 33131

$1.60B

Assets Under Management

42

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting services

Investment consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Adolfo Lazaro’s Registration & Firm History

FL

09/28/2022 - Present

Bulltick Wealth Management, LLC (MIAMI FL)

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Licenses & Designations

BOTH

Issued 09/08/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/14/2015

Series 24 - General Securities Principal Examination

BC

Issued 08/19/2005

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/2003

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 12/13/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Adolfo Lazaro.
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