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Eduardo Orta sagres

BTG Pactual Asset Management US , LLC

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About Eduardo Orta sagres

Eduardo Orta Sagres is an investment advisor representative with BTG Pactual Asset Management US, LLC. Eduardo Orta Sagres has been in the securities industry since 2016. Eduardo Orta Sagres holds the Series 3, 7, 7TO, 24, 63, and 66 licenses. Eduardo Orta Sagres is registered in Florida and New York. Eduardo Orta Sagres previously worked at Goldman Sachs & Co. LLC.

Firm Information

Eduardo Orta sagres 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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Eduardo Orta sagres’s Registration & Firm History

FL

03/13/2023 - Present

BTG Pactual Asset Management US , LLC (Miami FL)

NY

01/20/2016 - 03/13/2020

GOLDMAN SACHS & CO. LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 03/11/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/29/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/27/2023

Series 24 - General Securities Principal Examination

BC

Issued 02/11/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2016

Series 3 - National Commodity Futures Examination

BC

Issued 01/20/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eduardo Orta sagres.
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