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Claudio De moraes Selma

BTG Pactual Asset Management US , LLC

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About Claudio De moraes Selma

Claudio De Moraes Selma is an investment advisor representative currently registered with BTG Pactual Asset Management US, LLC. Claudio is a Series 7 and Series 66 licensed professional with over nine years of experience in the financial industry. Claudio has been with BTG Pactual Asset Management US, LLC since March 2024. Claudio previously worked at UBS FINANCIAL SERVICES INC. from July 2014 to April 2023. Claudio has an approved registration for Florida, New Jersey and New York. The BTG Pactual Asset Management US, LLC location is 601 Lexington Avenue 57th Floor, New York, NY 10022.

Firm Information

Claudio Selma 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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Claudio Selma’s Registration & Firm History

NY

03/07/2024 - Present

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

NY

07/25/2014 - 04/24/2023

UBS FINANCIAL SERVICES INC. (New York NY)

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Licenses & Designations

BOTH

Issued 12/29/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Claudio De moraes Selma.
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