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Carlos E p Sequeira

BTG Pactual Asset Management US , LLC

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About Carlos E p Sequeira

Carlos Sequeira is a financial advisor who has been in the industry since August 2015. Carlos is currently a registered Investment Advisor Representative with BTG Pactual Asset Management US, LLC. Carlos has a Series 7, Series 63, Series 24, and Series 87 licenses. Carlos has been with BTG Pactual Asset Management US, LLC since June 2023, and prior to that was with UBS Securities LLC, BTG Pactual US Capital, LLC and Banco BTG Pactual SA. Carlos specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Carlos is a Chartered Financial Analyst.

Firm Information

Carlos Sequeira 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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Carlos Sequeira’s Registration & Firm History

NY

06/12/2023 - Present

BTG Pactual Asset Management US , LLC (NEW YORK NY)

NY

01/01/2006 - 03/02/2007

UBS SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/20/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/08/2022

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/2015

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 11/24/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carlos E p Sequeira.
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