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Carlos Eduardo Younes padilla

Bulltick Wealth Management, LLC

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About Carlos Eduardo Younes padilla

Carlos Eduardo Younes padilla is a financial advisor at Bulltick Wealth Management, LLC. Carlos has been in the financial industry for over 17 years. Carlos is licensed to provide investment advice and securities in Florida, Ohio, South Dakota and the District of Columbia. Carlos has worked at Vectorglobal WMG and Citigroup Financial Services Corporation. Carlos is a registered representative of Bulltick, LLC.

Firm Information

Carlos Younes padilla 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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Carlos Younes padilla’s Registration & Firm History

FL

12/11/2015 - Present

Bulltick Wealth Management, LLC (MIAMI FL)

FL

08/11/2009 - 09/04/2015

VECTORGLOBAL WMG (MIAMI FL)

PR

01/16/2003 - 04/05/2007

CITICORP FINANCIAL SERVICES CORPORATION (SAN JUAN PR)

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Licenses & Designations

BOTH

Issued 12/07/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/05/2009

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2009

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 Carlos Eduardo Younes padilla.
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