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Luiz f Ottoni candido

BTG Pactual Asset Management US , LLC

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About Luiz f Ottoni candido

Luiz Ottoni Candido is an Investment Advisor Representative at BTG Pactual Asset Management US, LLC. Luiz has been working in the financial services industry since March 17, 2018. Luiz has been registered with FINRA since January 2020 and is currently registered in 49 states and the District of Columbia. Luiz has a Series 7, SIE, 63, and 65 license. Luiz has experience working with high net worth individuals, pooled investment vehicles, corporations, and other businesses. Luiz specializes in Investment Advisory Services, Portfolio Management for Businesses, and Portfolio Management for Individuals.

Firm Information

Luiz f Ottoni candido 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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Luiz f Ottoni candido’s Registration & Firm History

FL

01/24/2025 - Present

BTG Pactual Asset Management US , LLC (Miami FL)

FL

08/19/2020 - 08/24/2020

INSIGNEO SECURITIES, LLC (MIAMI FL)

FL

01/03/2020 - 05/12/2020

SAFRA SECURITIES LLC (AVENTURA FL)

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Licenses & Designations

BC

Issued 08/18/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/30/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/03/2020

Series 7TO - General Securities Representative Examination

BC

Issued 03/08/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Luiz f Ottoni candido.
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