Carlos Antonio Mena
Investment adviser representative at Bulltick Wealth Management, LLC
20 yearsExperience
1 stateRegistered in
$1.9BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Bulltick Wealth Management, LLCAug 2025 to now
- Bulltick LLCAug 2025 to now
- Intercam Advisors, Inc.Mar 2020 to Aug 2025
- Intercam SecuritiesMar 2020 to Aug 2025
- UnemployedSep 2019 to Mar 2020
- Banorte Asset ManagementJan 2018 to Sep 2019
- Banorte Securities International LtdJul 2006 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
Bulltick Wealth Management, LLC
$1.9BAssets managed
315Clients
24Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2324329
- Firm CRD
- 141588