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Marcel Vieira

BTG Pactual Asset Management US , LLC

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About Marcel Vieira

Marcel Vieira is an Investment Advisor Representative at BTG Pactual Asset Management US, LLC. Marcel Vieira has been in the securities industry for 7 years. Marcel Vieira has a Series 7 and Series 66 securities license as well as a Series 63 license. Marcel Vieira has a FINRA registration with the Securities Investor Protection Corporation. Marcel Vieira is registered in 49 states and 2 states for investment advisor activities. Previous employers include UBS Financial Services Inc., Morgan Stanley and XP Securities LLC. Marcel Vieira also reports working as a Co-Owner for a real estate company.

Firm Information

Marcel Vieira 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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Marcel Vieira’s Registration & Firm History

NY

02/15/2024 - Present

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

FL

10/23/2020 - 04/12/2022

UBS FINANCIAL SERVICES INC. (CoralGables FL)

NY

07/20/2017 - 10/30/2020

MORGAN STANLEY (NEW YORK NY)

FL

08/05/2016 - 07/26/2017

XP SECURITIES, LLC (MIAMI FL)

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Licenses & Designations

BOTH

Issued 07/15/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/17/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/05/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marcel Vieira.
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