RH
Rita M. Herrera De Von Der Goltz
BULLTICK WEALTH MANAGEMENT
Miami, FL 33131
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CRD#: 5507205
RH
Professional summary
Rita Maria Herrera De Von Der Goltz, who also goes by Rita Maria Herrera Hastedt, is a registered financial advisor currently at BULLTICK WEALTH MANAGEMENT, LLC located in Miami, Florida.
Rita is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Rita has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rita Maria Herrera Hastedt
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: TPGI - The Pantaleon Group, Inc. Address: Suite 1, 3rd Floor, 11-12 St. James's Square, London, UK SW1Y 4LB Nature of business: Private conglomerate with agro-industrial main holdings Position: Board of Director Role: Fiduciary duties with corporate and strategic oversight Start date: 06/2017 - present Approximate number of hours/month devoted: 4 hours/month Number of hours devoted during business during securities trading hours: 5 hours Name: Applied Resources, Inc. Address: Suite 1, 3rd Floor, 11-12 St. James's Square, London, UK SW1Y 4LB Business: investment related Nature of business: TPGI long-term investment portfolio Position: Board of Director Role: Monitor long-term investment portfolio Start date: 2021 - Present Approximate number of hours/month devoted: 1.5 hours/month Number of hours devoted during business during securities trading hours: 3 hours Name: Bulltick Insurance Agency, LLC Address: 333 SE 2nd Avenue; Ste 3950 Miami FL 33131 Business: investment related Nature of business: life insurance Position: insurance agant Role: insurance agent/producer Approximate number of hours/month devoted: 5 hours/month Number of hours devoted during business during securities trading hours: 1 h
CRS (Client Relationship Summary) - RIA
Click below to view Rita Maria Herrera De Von Der Goltz's 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®
NoneExperience
Current
June 6, 2022 - Present
BULLTICK WEALTH MANAGEMENT, LLC
Office #1: 333 Se 2nd Ave Suite 3950, Miami, FL 33131RIA
CRD#: 141588
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.Highlighted states indicate IAR registrations
IAR
Florida(6/6/2022)
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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 388 |
| AUM (Assets Under Management) | $ 1,676,677,683 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BULLTICK WEALTH MANAGEMENT, LLC
CRD#: 141588Miami, FL 33131TRUST BUT VERIFY
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