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Danilo Balthazar falconi

BTG Pactual Asset Management US , LLC

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About Danilo Balthazar falconi

Danilo Balthazar Falconi is a Financial Advisor with BTG Pactual Asset Management US, LLC. Danilo has been in the securities industry since October 13, 2015. Danilo is registered with the Financial Industry Regulatory Authority (FINRA) and is Series 7, Series 24, Series 3, Series 34 and Series 63 licensed. Danilo specializes in providing investment advice to individuals, corporations, and pooled investment vehicles.

Firm Information

Danilo Balthazar falconi 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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Danilo Balthazar falconi’s Registration & Firm History

NY

10/26/2023 - Present

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

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Licenses & Designations

BC

Issued 11/09/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/12/2021

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/06/2016

Series 34 - Retail Off-Exchange FOREX Examination

BC

Issued 08/08/2016

Series 3 - National Commodity Futures Examination

BC

Issued 10/14/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Danilo Balthazar falconi.
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