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Philippe Kriz pakciarz

BTG Pactual Asset Management US , LLC

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About Philippe Kriz pakciarz

Philippe Kriz pakciarz is a financial advisor with over 10 years of experience in the industry. Philippe is currently a registered representative with BTG Pactual Asset Management US, LLC, and has previously worked with BlackRock Investments, LLC, UBS Financial Services Inc., Citigroup Global Markets Inc., and Barclays Capital Inc. Philippe holds Series 7, Series 24, and Series 63 licenses, as well as the SIE exam. Philippe is also a Chartered Financial Analyst. Philippe is registered to provide investment advice in 49 states and the District of Columbia.

Firm Information

Philippe Kriz pakciarz 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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Philippe Kriz pakciarz’s Registration & Firm History

FL

01/20/2023 - Present

BTG Pactual Asset Management US , LLC (Miami FL)

NY

01/23/2020 - 05/21/2021

BLACKROCK INVESTMENTS, LLC (NEW YORK NY)

NY

10/29/2013 - 04/04/2018

UBS FINANCIAL SERVICES INC. (NEW YORK NY)

NY

10/06/2011 - 11/01/2013

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

08/25/2009 - 07/19/2011

BARCLAYS CAPITAL INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/28/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/02/2024

Series 24 - General Securities Principal Examination

BC

Issued 04/04/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philippe Kriz pakciarz.
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