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Renato Moritz cavalcanti

BTG Pactual Asset Management US , LLC

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About Renato Moritz cavalcanti

Renato Moritz Cavalcanti is an Investment Advisor Representative currently employed by BTG Pactual Asset Management US, LLC. Renato is registered with the state of Florida and New York. Renato has been in the securities industry since 2014. Renato has earned his Series 63, 65, 7, 24, and 99 licenses. Prior to joining BTG Pactual Asset Management US, LLC, Renato worked at Banco BTG Pactual S.A., EFG Bank AG and BTG Pactual US Capital LLC. Renato specializes in Retirement Planning, Mutual Funds, Investment Advisory Services, and Broker-Dealer Trading and Sales.

Firm Information

Renato Moritz cavalcanti 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 Moritz cavalcanti’s Registration & Firm History

NY

07/30/2024 - Present

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

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Licenses & Designations

IA

Issued 07/03/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/08/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/15/2023

Series 24 - General Securities Principal Examination

BC

Issued 04/30/2024

Series 99TO - Operations Professional Examination

BC

Issued 02/01/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/07/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Renato Moritz cavalcanti.
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