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Marta Cannis

15 Years of Experience
New York, NY
1 DisclosureBroker

Marta Cannis is a registered investment advisor at Btg Pactual Asset Management US , LLC, based in New York, NY, with 15 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 (1)
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Customer Dispute
December 2018
Withdrawn
Other Business Activities

Marta is employed as an Investment Advisor at BTG Pactual Asset Management US, LLC since September 2024. Approximately 5% of her work time is devoted to this role.

Employment History
Current Registrations
Btg Pactual Asset Management US , LLC
September 2024 - Present · 1 yr 10 mos
Btg Pactual US Capital, LLCBroker
October 2021 - Present · 4 yrs 9 mos
Previous Registrations
Banco Do Brasil Securities LLCBroker
June 2010 - October 2021 · 11 yrs 4 mos
State Registrations2 states
FLNY
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.
Marta Cannis - Financial Advisor | TrueAdvisor