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Leticia Perez pinheiro chagas

BTG Pactual Asset Management US , LLC

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About Leticia Perez pinheiro chagas

Leticia Perez pinheiro chagas is an investment advisor representative at BTG Pactual Asset Management US, LLC. Leticia has been in the industry for over six years and has passed the Series 7TO, Series 99TO, and SIE exams. Leticia also holds a Series 66 license. Leticia's professional background includes roles with Plural Gesto de Recursos Ltda, Banco BTG Pactual SA, BTG Pactual US Capital LLC, and Universidade Federal do Rio de Janeiro. Leticia is currently working for BTG Pactual Asset Management US, LLC and has been with the firm since September 2024.

Firm Information

Leticia Perez pinheiro chagas 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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Leticia Perez pinheiro chagas’s Registration & Firm History

FL

09/17/2024 - Present

BTG Pactual Asset Management US , LLC (Miami FL)

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Licenses & Designations

BOTH

Issued 08/27/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/01/2024

Series 7TO - General Securities Representative Examination

BC

Issued 06/09/2023

Series 99TO - Operations Professional Examination

BC

Issued 05/03/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Leticia Perez pinheiro chagas.
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