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Jeferson M Moreira

BULLTICK WEALTH MANAGEMENT, LLC·MIAMI, Florida
SIE, Series 7, Series 9, Series 10, Series 14, Series 24, Series 79TO, Series 99TOClean recordBULLTICK WEALTH MANAGEMENT, LLC
333 SE 2ND AVE, MIAMI, FL 33131CRD# 5083219Firm CRD# 141588

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeferson M Moreira · MIAMI, FL
Registration
CRD #5083219 · BULLTICK WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 10
Series 14
Series 24
Series 79TO
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

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

03

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
View all advisors at BULLTICK WEALTH MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Jeferson M Moreira offer?
Jeferson M Moreira specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are Jeferson M Moreira's credentials?
Jeferson M Moreira is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeferson M Moreira located?
Jeferson M Moreira 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 Jeferson M Moreira charge for services?
Jeferson M Moreira'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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Other Advisors at BULLTICK WEALTH MANAGEMENT, LLC

Agustin Toussaint
MIAMI, FL
Humberto Banuelos Caamano
MIAMI, FL
Genemarie Bierley Eguilior
MIAMI, FL
William Albert Herrera
MIAMI, FL

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