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Agustin Toussaint

Bulltick Wealth Management, LLC

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About Agustin Toussaint

Agustin Toussaint is an investment advisor representative with Bulltick Wealth Management, LLC. Agustin is a registered representative in Florida and has been in the industry since 2003. Agustin has experience in providing investment consulting services, financial planning, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. Agustin has worked at both Bulltick, LLC and Bulltick Investments, LLC.

Firm Information

Agustin Toussaint 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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Agustin Toussaint’s Registration & Firm History

FL

01/29/2007 - Present

Bulltick Wealth Management, LLC (MIAMI FL)

FL

08/28/2006 - 09/19/2014

BULLTICK INVESTMENTS, LLC (MIAMI FL)

TX

06/10/2003 - 08/01/2006

BBVA INVESTMENTS INC. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 09/25/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/02/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Agustin Toussaint.
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