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Enrique Vila

BULLTICK WEALTH MANAGEMENT
Miami, FL 33131
Some features on this profile are disabled
CRD#: 3113492
EV

Professional summary


Enrique Vila is a registered financial advisor currently at BULLTICK WEALTH MANAGEMENT, LLC located in Miami, Florida and BULLTICK, LLC located in Miami, Florida.

Enrique is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Enrique has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name: EKV Corporation Address: 2655 LeJeune Road Suite 815, Coral Gables, FL 33134 Investment Related: Yes Nature of Business: Real Estate Holding Company Title/Position: President Duties: Holding Company Start Date: March 2023 Approximate Hours/Month; 0 Hours during trading hours: 0 Name: Bulltick Insurance Agency Address: 333 SE 2nd Avenue, Suite 3950, Miami, FL 33131 Investment Related: Yes Nature of Business: Life Insurance Title/Position: Life Insurance Agent Duties: Insurance Sales Start Date: May 2025 (Licensed since 2007) Approximate Hours/Month: 0 Hours during trading hours: 0

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Enrique Vila's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 14, 2025 - Present

BULLTICK WEALTH MANAGEMENT, LLC

Office #1: 333 Se 2nd Ave Suite 3950, Miami, FL 33131
RIA
CRD#: 141588
Miami, FL
Current

June 13, 2025 - Present

BULLTICK, LLC

Office #1: 333 Se 2nd Ave. Ste 3950, Miami, FL 33131
BD
CRD#: 104005
Miami, FL
Past

June 29, 2012 - May 6, 2025

MORGAN STANLEY

RIA
CRD#: 149777
Miami, FL
Past

March 16, 2012 - May 6, 2025

MORGAN STANLEY

BD
CRD#: 149777
Miami, FL
Past

March 15, 2004 - January 30, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
MIAMI, FL
Past

September 25, 1998 - January 30, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
MIAMI, FL

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BULLTICK WEALTH MANAGEMENT, LLC
BULLTICK WEALTH MANAGEMENT, LLC | PROGRESS ADVISORS, LLC

CRD#: 141588 / SEC#: 801-69169

RIA
Registered Investment Advisory firm - (5/27/2008 Approved)
California
Registered Investment Advisory firm - (5/29/2008 Terminated)
Florida
Registered Investment Advisory firm - (5/29/2008 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(6/18/2025)
RR
Florida
(7/23/2025)
IAR
Florida
(8/5/2025)
RR
Ohio
(6/20/2025)
RR
South Dakota
(7/15/2025)
IAR
Texas
(6/14/2025)
RR
Texas
(11/5/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/21/1998
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


BW
BULLTICK WEALTH MANAGEMENT, LLC
BULLTICK WEALTH MANAGEMENT, LLC | PROGRESS ADVISORS, LLC

CRD#: 141588 / SEC#: 801-69169

RIA
Registered Investment Advisory firm - (5/27/2008 Approved)
California
Registered Investment Advisory firm - (5/29/2008 Terminated)
Florida
Registered Investment Advisory firm - (5/29/2008 Terminated)
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Contact information


Main Address
333 Se 2nd Ave Suite 3950, Miami, FL 33131
Mailing Address
Phone number
(305) 533-1541
Established
Firm type
Fiscal year end
# of Employees
50

SEC notice filing (4 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BULLTICK WEALTH MANAGEMENT, LLC BROCHURE (3/31/2025)

Regulatory assets under management


Total Number of Accounts388
AUM (Assets Under Management)$ 1,676,677,683

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BULLTICK WEALTH MANAGEMENT, LLC

CRD#: 141588Miami, FL 33131

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