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Roberta Fernandes

BTG Pactual Asset Management US , LLC

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About Roberta Fernandes

Roberta Fernandes is an investment advisor representative associated with BTG Pactual Asset Management US , LLC. Roberta has 13 years of experience in the securities industry. She is currently registered with the state of Florida and holds Series 7, 7TO, and 66 licenses. Roberta has previously been associated with firms such as Morgan Stanley and Santander Securities LLC. Roberta's experience includes working with high-net-worth individuals, corporations, and pooled investment vehicles.

Firm Information

Roberta Fernandes 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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Roberta Fernandes’s Registration & Firm History

NY

06/04/2024 - Present

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

TX

09/21/2021 - 05/05/2023

MORGAN STANLEY (Houston TX)

FL

10/15/2014 - 07/15/2016

SANTANDER SECURITIES LLC (MIAMI FL)

FL

03/17/2011 - 03/11/2013

MORGAN STANLEY (MIAMI FL)

FL

06/24/2009 - 01/03/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)

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Licenses & Designations

BOTH

Issued 09/07/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/20/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/23/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Roberta Fernandes.
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