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Renato Bersano rizzatti

BTG Pactual Asset Management US , LLC

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About Renato Bersano rizzatti

Renato Bersano rizzatti is an Investment Advisor with BTG Pactual Asset Management US, LLC. Renato has been in the financial services industry since 2009. Prior to joining BTG Pactual, Renato worked at Morgan Stanley. Renato holds the Series 7, Series 63, and Series 65 licenses.

Firm Information

Renato Bersano rizzatti 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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Renato Bersano rizzatti’s Registration & Firm History

NY

05/21/2024 - Present

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

FL

10/28/2011 - 09/13/2023

MORGAN STANLEY (Miami FL)

FL

04/12/2010 - 11/09/2011

BNP PARIBAS INVESTMENT SERVICES, LLC (MIAMI FL)

FL

05/06/2009 - 04/13/2010

ITAU EUROPA SECURITIES INC. (MIAMI FL)

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Licenses & Designations

IA

Issued 10/12/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/15/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Renato Bersano rizzatti.
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