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Vinicius Martin lopes

BTG Pactual Asset Management US , LLC

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About Vinicius Martin lopes

Vinicius Martin lopes is a registered investment advisor representative with BTG Pactual Asset Management US, LLC and has been in the industry for 5 years. Vinicius is a licensed investment advisor representative in Florida and is also registered in 49 other states. Vinicius has a Series 63, Series 65, Series 3, Series 7TO and Series 57TO license and is a member of FINRA. BTG Pactual Asset Management US, LLC is a SEC-registered investment advisor. Vinicius specializes in portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Vinicius Martin lopes 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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Vinicius Martin lopes’s Registration & Firm History

FL

09/01/2022 - Present

BTG Pactual Asset Management US , LLC (Miami FL)

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Licenses & Designations

BC

Issued 07/08/2019

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/13/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/25/2022

Series 57TO - Securities Trader Exam

BC

Issued 09/09/2019

Series 3 - National Commodity Futures Examination

BC

Issued 06/27/2019

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2019

Series 7TO - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Vinicius Martin lopes.
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