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Juliana Vasquez tedesco

BTG Pactual Asset Management US , LLC

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About Juliana Vasquez tedesco

Juliana Vasquez tedesco is an investment advisor representative with BTG Pactual Asset Management US, LLC. Juliana has been in the securities industry since October 28, 2014. Juliana is registered with FINRA, and is also registered in 49 states and the District of Columbia. Before joining BTG Pactual, Juliana worked at Morgan Stanley and Safra Securities. Juliana has passed the Series 63, Series 65, Series 7 and SIE exams.

Firm Information

Juliana Vasquez tedesco 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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Juliana Vasquez tedesco’s Registration & Firm History

NY

08/25/2022 - Present

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

FL

07/12/2019 - 03/30/2021

MORGAN STANLEY (MIAMI FL)

NY

10/29/2014 - 09/25/2018

SAFRA SECURITIES LLC (NEW YORK NY)

NY

12/11/2013 - 10/31/2014

MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/25/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/15/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/25/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/11/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Juliana Vasquez tedesco.
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