Oscar Luis Santaella
Investment adviser representative at Bulltick Wealth Management, LLC
21 yearsExperience
3 statesRegistered 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
21 years in the industry.
- Bulltick Wealth Management, LLCAug 2025 to now
- Intercam Advisor, Inc.Jul 2020 to Aug 2025
- Intercam SecuritiesJul 2020 to Aug 2025
- Banorte Asset ManagementJan 2018 to Jul 2020
- Banorte Securities International LtdFeb 2005 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 3 states (FL, NJ, TX).
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
- 4980477
- Firm CRD
- 141588