MO
Miguel A. Olavarri Hervella
BULLTICK WEALTH MANAGEMENT
Shenandoah, TX 77384
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CRD#: 6490373
MO
Professional summary
Miguel Angel Olavarri Hervella, who also goes by Miguel Angel Clavarri, Migel Angel Olavarri, Miguel Angel Olavarri, is a registered financial advisor currently at BULLTICK WEALTH MANAGEMENT, LLC located in Shenandoah, Texas and BULLTICK, LLC located in Shenandoah, Texas.
Miguel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Miguel has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Miguel Angel Clavarri | Migel Angel Olavarri | Miguel Angel Olavarri
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.
Olava Holdings LLC, personal investment vehicle, 150 Pine Forest Dr., Shenandoah, TX 77384, Real Estate, Member, 1 hour a month, duties may include maintenance or payments related the real estate COMPARTO LENDING LLC - personal investment vehicle for a real estate investment; income derived from lease. Approximate numbers of hours per month devoted to this activity: 2 during non-trading hours. EKIS, LLC - personal investment vehicle for a real estate investment; no current income. Approximate numbers of hours per month devoted to this activity: 3 during non-trading hours. CAJAS INTELLIGENTES SAPI - non-investment related and passive investor; no current income/compensation. Approximate numbers of hours per month devoted to this activity: 0 BULLTICK INSURANCE AGENCY LLC -life insurance agent. Time devoted to this activity per month: 8 hours (including 1 hour during securities trading hours).
CRS (Client Relationship Summary) - RIA
Click below to view Miguel Angel Olavarri Hervella'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
May 21, 2018 - Present
BULLTICK WEALTH MANAGEMENT, LLC
Office #1: 150 Pine Forest Drive Ste 601, Shenandoah, TX 77384RIA
CRD#: 141588
Shenandoah, TX
Current
March 6, 2018 - Present
BULLTICK, LLC
Office #1: 1790 Hughes Landing Blvd. Suite 412, Shenandoah, TX 77380BD
CRD#: 104005
Shenandoah, TX
Past
May 16, 2017 - February 27, 2018
INVESTMENT PLACEMENT GROUP
BD
CRD#: 14458
SAN DIEGO, CA
Past
March 30, 2017 - June 13, 2018
CROSSWELL FAMILY WEALTH ADVISORS
RIA
CRD#: 150076
THE WOODLANDS, TX
Past
May 25, 2015 - July 31, 2015
MEI NEW YORK, INC
BD
CRD#: 140807
NEW YORK, NY
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(3/6/2018)
RR
Florida(3/6/2018)
IAR
Florida(7/9/2018)
RR
Texas(3/6/2018)
IAR
Texas(5/21/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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#: 141588Shenandoah, TX 77384TRUST BUT VERIFY
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