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Agustin Toussaint

22 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
253 clients
Average Client Portfolio
$6.6M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$500K
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Location

333 SE 2nd Ave, Suite 3950, Miami, FL, 33131

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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.

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Other Business Activities

Agustin is a passive investor in Batan Holdings, S.A.P.I DE C.V. since 2009 and a member of Bulltick Capital Market Holdings, LLC since 2012. He devotes minimal time to these activities.

Employment History
Current Registrations
Bulltick, LLCBroker
April 2014 - Present · 11 yrs 10 mos
Bulltick Wealth Management, LLC
January 2007 - Present · 19 yrs 1 mo
Previous Registrations
Bulltick Wealth Management, LLC
January 2007 - December 2015 · 8 yrs 11 mos
Progress Advisors, LLC
September 2006 - December 2006 · 3 mos
Bulltick Investments, LLCBroker
August 2006 - September 2014 · 8 yrs 1 mo
Bbva Investments INC.Broker
June 2003 - August 2006 · 3 yrs 2 mos
State Registrations6 states
CACOCTDEFLNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.