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Agustin Toussaint

BULLTICK WEALTH MANAGEMENT, LLC·MIAMI, Florida
SIE, Series 7, Series 63, Series 66Clean record19 years registeredBULLTICK WEALTH MANAGEMENT, LLC
333 SE 2ND AVE, MIAMI, FL 33131CRD# 4644681Firm CRD# 141588

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Agustin Toussaint · MIAMI, FL
Registration
CRD #4644681 · BULLTICK WEALTH MANAGEMENT, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

Sep 2006Dec 2006
MIAMI, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · September 28, 2006
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BULLTICK WEALTH MANAGEMENT, LLC
CRD 141588 · SEC 801-69169
AUM
$1.6B
Regulatory assets under management
Employees
41
339 client accounts
Services offered by BULLTICK WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Agustin Toussaint offer?
Agustin Toussaint specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are Agustin Toussaint's credentials?
Agustin Toussaint is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Agustin Toussaint located?
Agustin Toussaint is based in MIAMI, Florida, working with BULLTICK WEALTH MANAGEMENT, LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Agustin Toussaint charge for services?
Agustin Toussaint's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BULLTICK WEALTH MANAGEMENT, LLC?
BULLTICK WEALTH MANAGEMENT, LLC has approximately 41 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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