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Bernardo Llamas Zesati

BULLTICK
MIAMI, FL
·CRD# 7764820·3 years experience

Professional Summary

Bernardo Llamas Zesati is a registered financial advisor currently at BULLTICK, LLC located in Miami, Florida. Bernardo is registered as a RR (Registered Representative) and started their career in finance in 2023. Bernardo has worked at 1 firm and has passed the Series 7TO and SIE exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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

3 years in the financial services industry

Current & Past Employments

BULLTICK, LLC·CRD# 104005
BD
333 Se 2nd Ave. Ste 3950, Miami, FL 33131
October 25, 2023 - Present

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Current Firm

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BULLTICK, LLC

BULLTICK LLC | BULLTICK, LLC

CRD#: 104005 / SEC#: 8-52493
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

333 Se 2nd Ave. Ste 3950, Miami, FL 33131

Mailing Address

333 Se 2nd Ave. Ste 3950, Miami, FL 33131

Phone Number

(305) 533-1541

Established

Delaware since 02/18/2000

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (15 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BULLTICK CAPITAL MARKETS HOLDINGS, LLCOWNER—
BANUELOS CAAMANO, HUMBERTOCHIEF EXECUTIVE OFFICER5156168
EGUILIOR, GENEMARIE BIERLEYCHIEF COMPLIANCE OFFICER2309541
HERRERA, WILLIAM ALBERTPRINCIPAL OPERATIONS OFFICER2153052
HERRERA, WILLIAM ALBERTCFO/FINOP2153052

Disclosures

Regulatory Event

11

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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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 7TO — General Securities Representative Examination

Passed Oct 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Aug 2023About the SIE exam
FINRA
SRO Registrations
Nasdaq Stock Market
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Bernardo Llamas Zesati's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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