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Maria cristina Vergara

BTG Pactual Asset Management US , LLC

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About Maria cristina Vergara

Maria Cristina Vergara is a financial advisor with BTG Pactual Asset Management US, LLC. Maria Cristina has been in the industry since 2021 and has a Series 7TO and SIE license. Maria Cristina is a Chartered Financial Analyst and has experience working with clients in the high net worth individual, pooled investment vehicle, and corporations or other businesses categories. Maria Cristina is based in Miami, Florida.

Firm Information

Maria cristina Vergara 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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Maria cristina Vergara’s Registration & Firm History

NY

01/20/2023 - Present

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

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Licenses & Designations

BC

Issued 11/18/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/09/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Maria cristina Vergara.
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