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JF

John J. Fath

BTG PACTUAL US CAPITAL
New York, NY 10022
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CRD#: 1826000
JF

Professional summary


John Joseph Fath is a registered financial professional currently at BTG PACTUAL US CAPITAL, LLC located in New York, New York.

John is registered as a RR (Registered Representative) and started their career in finance in 1988. John has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view John Joseph Fath's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

May 23, 2012 - Present

BTG PACTUAL US CAPITAL, LLC

Office #1: 601 Lexington Avenue 57th Floor, New York, NY 10022
BD
CRD#: 149486
New York, NY
Past

December 14, 2009 - May 17, 2010

BTG PACTUAL US CAPITAL, LLC

BD
CRD#: 149486
NEW YORK, NY
Past

June 12, 1997 - September 2, 2008

UBS SECURITIES LLC

BD
CRD#: 7654
STAMFORD, CT
Past

September 30, 1993 - June 9, 1997

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

August 16, 1993 - September 30, 1993

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

October 11, 1990 - July 7, 1993

CRT GOVERNMENT SECURITIES, LTD.

BD
CRD#: 19774
Past

January 10, 1990 - June 27, 1990

BANC ONE CAPITAL MARKETS, INC.

BD
CRD#: 23065
CHICAGO, IL
Past

July 26, 1988 - July 26, 1989

WINGSPAN INVESTMENT SERVICES

BD
CRD#: 17516

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(5/23/2012)

Exams


State Security Law Exam
RR
Series 63
Date: 3/15/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


BP
BTG PACTUAL US CAPITAL, LLC
BTG CAPITAL CORP. | BTG SECURITIES CORPORATION | BTG PACTUAL WEALTH MANAGEMENT | BTG PACTUAL US CAPITAL, LLC | BTG PACTUAL US CAPITAL LLC | BTG PACTUAL US CAPITAL CORP. | BTG PACTUAL US

CRD#: 149486 / SEC#: , 8-68148

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
601 Lexington Avenue 57th Floor, New York, NY 10022-6831
Mailing Address
601 Lexington Avenue 57th Floor, New York, NY 10022-6831
Phone number
(212) 293-4600
Established
Delaware since 05/07/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (49 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BTG PACTUAL NY CORPORATIONMANAGING MEMBER
CAMPOS, LUCIANACHIEF FINANCIAL OFFICER/FINOP5875481
LIMA PONTES, GUSTAVOCHIEF OPERATING OFFICER5910623
MORITZ CAVALCANTI, RENATOCO-CEO7626573
PARK, DEAN SANG YOONCHIEF COMPLIANCE OFFICER4096412
TENENTE, ADRIANO FERNANDESCO-CEO5248572

Disclosures


Regulatory Event2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BTG PACTUAL US CAPITAL, LLC

CRD#: 149486New York, NY 10022

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