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Mariah Ruiz saad

BTG Pactual Asset Management US , LLC

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About Mariah Ruiz saad

Mariah Ruiz saad is an investment advisor representative who has been in the industry since November 2020. She is currently employed as the Investment Advisor of BTG Pactual Asset Management US, LLC, which is a SEC Registered Investment Adviser and an affiliate of BTG Pactual US Capital, LLC. Mariah Ruiz saad has her Series 7, Series 63, and Series 66 licenses. She is registered to provide investment advice in California, Delaware, Florida, and New York.

Firm Information

Mariah Ruiz saad 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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Mariah Ruiz saad’s Registration & Firm History

FL

01/13/2023 - Present

BTG Pactual Asset Management US , LLC (Miami FL)

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Licenses & Designations

BOTH

Issued 11/21/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/30/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/30/2020

Series 7TO - General Securities Representative Examination

BC

Issued 09/22/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mariah Ruiz saad.
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