Providencia Mordan
Professional Summary
Providencia Mordan, who also goes by Providencia Mordan Marte, is a registered financial advisor currently at BULL MARKET INVESTMENT MANAGEMENT, INC. located in Miami, Florida and BULL MARKET SECURITIES, INC. located in Miami, Florida. Providencia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Providencia has worked at 8 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 53, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Providencia Mordan Marte
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
14 years in the financial services industry
Current & Past Employments
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Current Firm
BULL MARKET INVESTMENT MANAGEMENT, INC.
Contact Information
Main Address
175 Sw 7th Street Suite 1616, Miami, FL 33130Phone Number
(561) 757-2322# of Employees
6Documents
Regulatory Assets Under Management
Total Number of Accounts
213AUM (Assets Under Management)
$32,322,967Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(10/7/2026)
(10/7/2026)
(10/7/2026)
(10/22/2026)
(10/8/2026)
(10/13/2026)
(10/8/2026)
(10/9/2026)
(10/7/2026)
(10/13/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jun 2021About the Series 52TO examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Providencia Mordan's CRS (Customer Relationship Summary).
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