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Marcello Correa

BTG PACTUAL ASSET MANAGEMENT US
Miami, FL 33131
Some features on this profile are disabled
CRD#: 1881807
MC

Professional summary

Marcello Correa FILHO, who also goes by Marcello Cunha Correa Filho, Marcello Correa, is a registered financial advisor currently at BTG PACTUAL ASSET MANAGEMENT US , LLC located in Miami, Florida.

Marcello is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Marcello has worked at 6 firms and has passed the Series 66, Series 63, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Marcello Cunha Correa Filho | Marcello Correa

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) - RIA

Click below to view Marcello Correa FILHO'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

December 2, 2024 - Present

BTG PACTUAL ASSET MANAGEMENT US , LLC

Office #1: 200 S, Biscayne Blvd 55th Floor Suite 5500, Miami, FL 33131
RIA
CRD#: 152538
Miami, FL
Past

June 3, 2013 - October 24, 2024

GREYTOWN ADVISORS

RIA
CRD#: 166629
MIAMI, FL
Past

March 7, 2013 - June 11, 2013

BRADESCO INVESTMENTS INC.

BD
CRD#: 19453
MIAMI, FL
Past

February 13, 2008 - February 28, 2013

BRADESCO GLOBAL ADVISORS

RIA
CRD#: 134416
CORAL GABLES, FL
Past

April 10, 2002 - February 28, 2013

BRADESCO INVESTMENTS INC.

BD
CRD#: 19453
CORAL GABLES, FL
Past

April 18, 2000 - April 1, 2002

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

June 15, 1990 - March 11, 1993

LAZARD FRERES & CO. LLC

BD
CRD#: 2528

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BP
BTG PACTUAL ASSET MANAGEMENT US , LLC
BTG ASSET MANAGEMENT CORP. | GREYTOWN ADVISORS | BTG PACTUAL US ASSET MANAGEMENT CORP. | BTG PACTUAL U.S. PRIVATE CREDIT INVESTMENTS | BTG PACTUAL TIMBERLAND INVESTMENT GROUP, LLC | BTG PACTUAL STRATEGIC CAPITAL | BTG PACTUAL GLOBAL ALTERNATIVES | BTG PACTUAL FAMILY OFFICE | BTG PACTUAL ASSET MANAGEMENT US, LLC | BTG PACTUAL ASSET MANAGEMENT US , LLC

CRD#: 152538 / SEC#: 801-71004

RIA
Registered Investment Advisory firm - (1/19/2010 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(12/2/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/8/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/17/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 4/17/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 2/23/2006
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/20/2002
General Securities Principal Examination

Current Firm

BP
BTG PACTUAL ASSET MANAGEMENT US , LLC
BTG ASSET MANAGEMENT CORP. | GREYTOWN ADVISORS | BTG PACTUAL US ASSET MANAGEMENT CORP. | BTG PACTUAL U.S. PRIVATE CREDIT INVESTMENTS | BTG PACTUAL TIMBERLAND INVESTMENT GROUP, LLC | BTG PACTUAL STRATEGIC CAPITAL | BTG PACTUAL GLOBAL ALTERNATIVES | BTG PACTUAL FAMILY OFFICE | BTG PACTUAL ASSET MANAGEMENT US, LLC | BTG PACTUAL ASSET MANAGEMENT US , LLC

CRD#: 152538 / SEC#: 801-71004

RIA
Registered Investment Advisory firm - (1/19/2010 Approved)
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Contact information

Main Address
601 Lexington Avenue 57th Floor, New York, NY 10022
Mailing Address
Phone number
(212) 293-4600
Established
Firm type
Fiscal year end
# of Employees
176

SEC notice filing (53 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BTG PACTUAL ASSET MANAGEMENT US, LLC - WRAP FEE PROGRAM BROCHURE (9/9/2025)
BTG PACTUAL ASSET MANAGEMENT US, LLC - FORM ADV PART 2A (8/7/2025)

Regulatory assets under management

Total Number of Accounts548
AUM (Assets Under Management)$ 25,628,617,941

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 ASSET MANAGEMENT US , LLC

CRD#: 152538Miami, FL 33131

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Contact information

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