Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stefano? Claim Your ProfileStefano Sarmento pinto is a registered Investment Advisor Representative in Florida and New York. Stefano has passed the Series 65 and SIE exams and currently works for BTG Pactual Asset Management US, LLC. Stefano has over 5 years of experience in the financial industry, with previous roles at State Street, Boston University, and Amazing Explorers Academy. BTG Pactual Asset Management US, LLC provides portfolio management services to individuals, businesses and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
03/07/2024 - Present
BTG Pactual Asset Management US , LLC (Miami FL)
IA
Issued 08/29/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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