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Gabriel Morgado meirelles cardoso

BTG Pactual Asset Management US , LLC

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About Gabriel Morgado meirelles cardoso

Gabriel Morgado meirelles cardoso is an investment advisor representative with BTG Pactual Asset Management US, LLC. Gabriel is a registered investment advisor representative in Florida and New York. Gabriel's firm manages assets for individuals, corporations, and pooled investment vehicles. Gabriel is Series 66, Series 7TO, and SIE licensed.

Firm Information

Gabriel Morgado meirelles cardoso 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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Gabriel Morgado meirelles cardoso’s Registration & Firm History

FL

01/13/2023 - Present

BTG Pactual Asset Management US , LLC (Miami FL)

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Licenses & Designations

BOTH

Issued 11/15/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/24/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/09/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gabriel Morgado meirelles cardoso.
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