Maria Vergara is a CFA-designated registered investment advisor at Btg Pactual Asset Management US , LLC, based in New York, NY, with 4 years of industry experience. Their practice areas include Investment Management. Their firm serves 543 clients with $26B in assets under management.
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.
601 Lexington Avenue, 57th Floor, New York, NY, 10022
Get directionsNo 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.
Learn about disclosures →Maria is employed as an Investment Advisor at BTG Pactual Asset Management US, LLC since June 2022. Approximately 5% of her work time is devoted to this role, which is minimal time.
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.