David Gabriel
Saadi

Btg Pactual Asset Management Us , LLC

CRD#7341526
Investment Advisor
in Miami, FL

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About this Advisor

David Gabriel Saadi is a financial advisor based in Miami, Florida, working with Btg Pactual Asset Management Us, LLC. David has previously held positions at Btg Pactual Us Capital LLC, Sg United States LLC, State Street Corporation, Wayfair Inc, Northeastern University, Escola Americana Do Rio De Janeiro, and Btg Pactual Asset Management Us LLC. David has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, David is part of Btg Pactual Asset Management Us, LLC, which operates out of Miami, Florida. The firm has 5 offices and 121 employees. The firm manages assets totaling $27.8 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Btg Pactual Asset Management Us, LLC includes asset-based, commission-based, and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Commissions, Performance-based Fees

Office Location

200 S Biscayne Blvd, 55Th Floor, Miami Fl 33131
Miami, FL 33131

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Btg Pactual Asset Management Us , LLC Brokerage Details

Total Assets Under Management

$27,790,408,539

FL Average: $7,464,549,021
Total Number of Employees

121

FL Average: 88
Total Number of Accounts

338

FL Average: 3,892
Average Account Size

$82,220,144

FL Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

David Gabriel Saadi Work History

2024 - Present (0 year)

Btg Pactual Asset Management Us LLC

2022 - Present (2 years)

Btg Pactual Us Capital LLC

2021 - 2022 (1 year)

Btg Pactual Us Capital LLC

2020 - 2021 (1 year)

Sg United States LLC

2020 - 2020 (< 1 year)

None

2019 - 2019 (< 1 year)

State Street Corporation

2018 - 2018 (< 1 year)

Wayfair Inc

2015 - 2020 (5 years)

Northeastern University

2011 - 2015 (4 years)

Escola Americana Do Rio De Janeiro

Disclosures

Please visit the SEC profile of David Gabriel Saadi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Btg Pactual Asset Management Us , LLC

Ricardo Costa
New York, NY
Isabella Freyre
New York, NY
Mariah Ruiz Saad
Miami, FL
Roberta Barbaceia
Miami, FL
Guilherme Salgueiro
New York, NY
Roberta Fernandes
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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