Carlos
Sequeira

Btg Pactual Asset Management Us , LLC

CRD#5050278
Investment Advisor
in New York, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Carlos Sequeira is a financial advisor based in New York, New York, working with Btg Pactual Asset Management Us, LLC. Carlos has previously held positions at Banco Btg Pactual Sa and Btg Pactual Us Capital, LLC. Carlos has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Carlos is part of Btg Pactual Asset Management Us, LLC, which operates out of New York, New York. 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, Chartered Financial Analyst

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

601 Lexington Avenue 57Th Floor
New York, NY 10022

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Btg Pactual Asset Management Us , LLC Brokerage Details

Total Assets Under Management

$27,790,408,539

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

121

NY Average: 88
Total Number of Accounts

338

NY Average: 3,892
Average Account Size

$82,220,144

NY 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

Carlos Sequeira Work History

2015 - Present (9 years)

Btg Pactual Us Capital, LLC

2009 - 2015 (6 years)

Banco Btg Pactual Sa

Disclosures

Please visit the SEC profile of Carlos Sequeira 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

Guilherme Salgueiro
New York, NY
Ricardo Costa
New York, NY
Daniel Nunes
New York, NY
Roberta Barbaceia
Miami, FL
Isabella Freyre
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started