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Marta Borges Cannis

BTG Pactual Asset Management US , LLC

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About Marta Borges Cannis

Marta Borges Cannis is an Investment Advisor with BTG Pactual Asset Management US, LLC, with over 14 years of experience in the financial services industry. Marta is registered as a Registered Representative in Florida and New York.

Firm Information

Marta Cannis 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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Marta Cannis’s Registration & Firm History

NY

09/26/2024 - Present

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

FL

06/28/2010 - 10/05/2021

BANCO DO BRASIL SECURITIES LLC (MIAMI FL)

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Licenses & Designations

BC

Issued 07/16/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/24/2022

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 05/20/2013

Series 4 - Registered Options Principal Examination

BC

Issued 11/10/2011

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Marta Borges Cannis. Review regulatory record here.
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