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Eduardo Rigon Loja

BTG Pactual Asset Management US , LLC

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About Eduardo Rigon Loja

Eduardo Rigon Loja is a financial professional with over 15 years of experience in the financial services industry. Eduardo's career includes roles with well-known firms such as J.P. Morgan Securities LLC, Citigroup Global Markets Inc., and UBS Securities LLC. Currently, Eduardo is an Investment Advisor Representative with BTG Pactual Asset Management US, LLC.

Firm Information

Eduardo Loja 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 Loja’s Registration & Firm History

NY

06/08/2023 - Present

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

NY

10/01/2008 - 12/24/2018

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

07/08/2008 - 10/01/2008

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

05/29/2007 - 07/03/2008

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

11/30/2006 - 05/29/2007

CITICORP INVESTMENT SERVICES (NEW YORK NY)

CT

09/14/2005 - 07/03/2006

UBS SECURITIES LLC (STAMFORD CT)

NY

09/23/2004 - 09/09/2005

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

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Licenses & Designations

IA

Issued 06/08/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/21/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/24/2017

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/21/2015

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eduardo Rigon Loja.
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