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Agustin Toussaint

Investment adviser representative at Bulltick Wealth Management, LLC
12 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

12 years in the industry.

  1. Bulltick, LLCApr 2014 to now
  2. Bulltick Wealth Management, LLCJan 2007 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2003
  • Series 66 · Uniform Combined State Law2006

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
4644681
Firm CRD
141588
Advisor's SEC record (opens in a new tab)
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