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Layla Muniz Cavalcanti

Pgim Investments LLC

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About Layla Muniz Cavalcanti

Layla Muniz Cavalcanti is a financial advisor with over 9 years of experience in the financial services industry. Layla is currently registered with Pgim Investments LLC as an Investment Advisor Representative. Prior to joining Pgim Investments LLC, Layla worked at PRUCO SECURITIES, LLC. and WELLS FARGO ADVISORS, LLC. Layla has passed the Series 6, Series 7, Series 24, Series 26, Series 63, and Series 65 exams. Layla specializes in providing financial advice to investment companies and other clients.

Firm Information

Layla Cavalcanti is currently registered with Pgim Investments LLC. Pgim Investments LLC is an investment advisor registered with the SEC. The firm has 144 licensed agents, 67 investment adviser representatives, 230 registered representatives, and 96 employees who perform investment advisory functions. The firm's regulatory assets under management total $315,351,503,018, with $315,351,503,018 being discretionary. The firm primarily provides advisory services to sponsors of wrap account platforms, investment companies, and business development companies.
Pgim Investments LLC

655 BROAD STREET

NEWARK, NJ 07102

$315.35B

Assets Under Management

8

Total Clients

75

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your 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 investment companies

Strategic management for diversified investment portfolios.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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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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Layla Cavalcanti’s Registration & Firm History

FL

02/10/2023 - Present

Pgim Investments LLC (Deerfield Beach FL)

FL

09/19/2014 - 08/10/2022

PRUCO SECURITIES, LLC. (BOCA RATON FL)

FL

04/08/2013 - 06/09/2014

WELLS FARGO ADVISORS, LLC (DEERFIELD BEACH FL)

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Licenses & Designations

IA

Issued 08/30/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/16/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/10/2020

Series 24 - General Securities Principal Examination

BC

Issued 10/06/2014

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/2017

Series 7 - General Securities Representative Examination

BC

Issued 04/05/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Layla Muniz Cavalcanti.
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