Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cy? Claim Your ProfileCy Simms is a financial advisor with BTG Pactual Asset Management US, LLC. Cy holds a Series 65 license and the Chartered Financial Analyst designation. Cy specializes in portfolio management for businesses, individuals, and pooled investment vehicles. Cy has been in the financial industry since 2014. Previously, Cy worked at Greytown Advisors Inc. in Miami, FL and at Cargill Inc. in Coral Gables, FL. Cy is registered in Florida.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
12/02/2024 - Present
BTG Pactual Asset Management US , LLC (NEW YORK NY)
IA
Issued 11/28/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Cy Simms is the right advisor for you? Invested Better is here to help.
