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Bernardo Nascentes penido

BTG Pactual Asset Management US , LLC

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About Bernardo Nascentes penido

Bernardo Nascentes Penido is an Investment Advisor Representative at BTG Pactual Asset Management US, LLC. Bernardo has been in the industry since June 2021. Bernardo is a registered representative in Florida and New York, as well as a registered investment advisor in Florida and New York. Bernardo has passed the Series 66, 63, 7 and SIE exams. Bernardo's primary office is located at 601 Lexington Avenue, 57th Floor, New York, NY 10022. In addition to BTG Pactual Asset Management US, LLC, Bernardo was previously employed by Avenue Securities LLC.

Firm Information

Bernardo Nascentes penido is currently registered with BTG Pactual Asset Management US , LLC. BTG Pactual Asset Management US, LLC is an investment advisor registered with the SEC, headquartered in New York, NY. The firm provides portfolio management services to individuals, businesses, and pooled investment vehicles. They manage approximately $27.8 billion in assets.
BTG Pactual Asset Management US , LLC

601 LEXINGTON AVENUE

NEW YORK, NY 10022

$27.79B

Assets Under Management

6

Total Clients

43

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Bernardo Nascentes penido’s Registration & Firm History

FL

10/21/2022 - Present

BTG Pactual Asset Management US , LLC (Miami FL)

FL

06/14/2021 - 11/05/2021

AVENUE SECURITIES LLC (MIAMI FL)

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Licenses & Designations

BOTH

Issued 09/29/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/21/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/14/2021

Series 7TO - General Securities Representative Examination

BC

Issued 04/28/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bernardo Nascentes penido.
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