DG
DG

Daniel Gammerman

16 Years of Experience
New York, NY
Broker

Daniel Gammerman is a registered investment advisor at Btg Pactual Asset Management US , LLC, based in New York, NY, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 543 clients with $26B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
65 advisors
Number of Clients
543 clients
Average Client Portfolio
$47.2M average
Assets Under Management
$25.6B

Fee Structure

Minimum Investment:$250K

BTG Pactual offers customized investment advisory solutions, and fees are negotiable based on the types of assets, complexity, size of the portfolio, and services provided. Fees can be calculated and billed monthly or quarterly, payable in advance or arrears. The advisory fee is subject to a minimum monthly fee at BTG's discretion. BTG may also charge fixed fees for specific projects.

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Location

601 Lexington Avenue, 57th Floor, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Daniel works as the Investment Advisor of BTG Pactual Asset Management US, LLC since January 2024. This role takes minimal time.

Employment History
Current Registrations
Btg Pactual Asset Management US , LLC
January 2025 - Present · 1 yr 4 mos
Btg Pactual US Capital, LLCBroker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Santander Securities LLCBroker
September 2013 - November 2024 · 11 yrs 2 mos
Stanchart Securities International, INC.Broker
August 2010 - February 2012 · 1 yr 6 mos
Hapoalim Securities USA, INC.Broker
February 2010 - August 2010 · 6 mos
Hapoalim Securities USA, INC.Broker
February 2008 - December 2008 · 10 mos
Merrill Lynch Pierce Fenner & Smith INC.
March 2001 - August 2002 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2001 - August 2002 · 1 yr 5 mos
State Registrations49 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMOMSMTNCNDNENHNJNVNYOHOKORPAPRRISCSDTXUTVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Daniel Gammerman - Financial Advisor | TrueAdvisor