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PS

Patricia Sevilla Alameda

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CRD#: 7525206
PS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Patricia Sevilla Alameda, who also goes by Patricia Sevilla Alameda, was a registered financial professional .

Patricia is a previously registered financial professional and started their career in finance in 2022. Patricia had worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Patricia Sevilla Alameda

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.
A passive Investor in Resulta Asesoria Patrimonial, Aserores Independientes SA de CV (a Investment related business) located at Varsovia 45-101, CDMX, Mexico 06600

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 21, 2024 - October 20, 2025

BULLTICK WEALTH MANAGEMENT, LLC

RIA
CRD#: 141588
MIAMI, FL
Past

December 2, 2022 - October 20, 2025

BULLTICK, LLC

BD
CRD#: 104005
MIAMI, FL
Past

April 4, 2022 - May 4, 2022

STONEX INTERNATIONAL SECURITIES INC.

BD
CRD#: 146667
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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/27/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/4/2022
General Securities Representative Examination
General Industry/Product Exam

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#: 141588

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