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Yakov Zikvashvili is an investment advisor representative at BTG Pactual Asset Management US, LLC. Yakov has been in the industry since October 2015, and holds a Series 63 and a Series 66 license. Yakov specializes in investment advisory services for individuals, businesses and pooled investment vehicles. Yakov’s employment with BTG Pactual Asset Management US, LLC began in October 2024.
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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NY
10/16/2024 - Present
BTG Pactual Asset Management US , LLC (NEW YORK NY)
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Inactive
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