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Marcello Correa

BTG Pactual Asset Management US , LLC

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About Marcello Correa

Marcello Correa is a registered investment advisor representative with BTG Pactual Asset Management US, LLC. Marcello has been in the industry since 1990 and has experience with BAC Florida Investments and Donaldson, Lufkin & Jenrette Securities Corporation. Marcello holds the Series 4, 7, 24, and 66 licenses and specializes in portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Marcello Correa 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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Marcello Correa’s Registration & Firm History

NY

12/02/2024 - Present

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

FL

03/07/2013 - 06/11/2013

BAC FLORIDA INVESTMENTS (MIAMI FL)

FL

04/10/2002 - 02/28/2013

BAC FLORIDA INVESTMENTS (CORAL GABLES FL)

NJ

04/18/2000 - 04/01/2002

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

NA

06/15/1990 - 03/11/1993

LAZARD FRERES & CO.

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Licenses & Designations

BOTH

Issued 02/08/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/17/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/23/2006

Series 4 - Registered Options Principal Examination

BC

Issued 06/20/2002

Series 24 - General Securities Principal Examination

BC

Issued 04/17/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marcello Correa.
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