Luiz F
Ottoni Candido

Btg Pactual Asset Management Us , LLC

CRD#6499067
Investment Advisor
in Miami, FL

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About this Advisor

Luiz F Ottoni Candido is a financial advisor who works out of Miami, Florida with 2 years of industry experience. Ottoni Candido is an advisor for Btg Pactual Asset Management Us , LLC. Ottoni Candido has gained experience at Banco Itau Sa, Genesis Investmet Advisors LLC, Safra National Bank Of New York, Insigneo Securities, LLC, Insigneo Advisory Services and Btg Pactual Us Capital, LLC. Ottoni Candido maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Florida. Btg Pactual Asset Management Us , LLC is a firm that has its headquarters in New York, NY. The firm has offices in four locations and a total of 89 advisors. It manages $22 billion in assets among its 344 accounts, making it one of the largest firms in the United States by assets under management. The business performs a set of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fees are based on which services are provided. Fees charged by Btg Pactual Asset Management Us , LLC likely are comprised of some blend of asset-based, commission-based and performance-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

2 years

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 South Biscayne Blvd 54Th Floor
Miami, FL 33131

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Btg Pactual Asset Management Us , LLC Brokerage Details

Total Assets Under Management

$22,255,387,683

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

89

FL Average: 88
Total Number of Accounts

344

FL Average: 3,892
Average Account Size

$64,695,894

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

Luiz F Ottoni Candido Work History

Luiz F has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Btg Pactual Us Capital, LLC

2020 - 2020 (< 1 year)

Insigneo Securities, LLC

2020 - 2020 (< 1 year)

Insigneo Advisory Services

2019 - 2020 (1 year)

Safra National Bank Of New York

2014 - 2019 (5 years)

Genesis Investmet Advisors LLC

2001 - 2014 (13 years)

Banco Itau Sa

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Luiz F Ottoni Candido 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

Eduardo Orta Sagres
New York, NY
Gabriel Nemeth
Miami, FL
Maria Cristina Vergara
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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