DD
DD

Denise Desaulniers

23 Years of Experience
Broker

Denise Desaulniers is a registered investment advisor at Bci Securities, INC., based in Miami, FL, with 23 years of industry experience. Denise operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 430 clients with $300M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
430 clients
Average Client Portfolio
$686K average
Assets Under Management
$295.2M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.75%
$2.0M - $3.0M1.50%
$3.0M - $5.0M1.25%
$5M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

1450 Brickell Avenue, Suite 2850, Miami, FL, 33131

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Bci Securities, INC.
October 2019 - Present · 6 yrs 6 mos
Bci Securities, INC.
October 2019 - Present · 6 yrs 6 mos
Bci Securities, INC.Broker
October 2019 - Present · 6 yrs 6 mos
Previous Registrations
Bulltick Wealth Management, LLC
August 2018 - October 2019 · 1 yr 2 mos
Bulltick, LLCBroker
February 2018 - October 2019 · 1 yr 8 mos
Santander Securities LLCBroker
March 2004 - February 2018 · 13 yrs 11 mos
Coutts Securities INC.Broker
October 2002 - April 2004 · 1 yr 6 mos
State Registrations8 states
CACTDCDEFLMANJNY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.