Joseph T. Monagle

BTG PACTUAL ASSET MANAGEMENT US

Miami, FL 33131

Some features on this profile are disabled

CRD#: 3093707

Professional summary

Joseph T Monagle, who also goes by Joseph T Monagle III, Joseph Thomas Monagle III, is a registered financial advisor currently at BTG PACTUAL ASSET MANAGEMENT US , LLC located in Miami, Florida.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Joseph has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joseph T Monagle Iii | Joseph Thomas Monagle Iii

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.

Greytown Advisors d/b/a Tellurian LLC. Investment related. Managing Director with discretionary/Non Discretionary Advisory Portfolio Management / Consulting functions since May 2021. 15 hours per week dedicated to this activity/4 hours during security trading hours. Advisory fees.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph T Monagle'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

January 30, 2025 - Present

BTG PACTUAL ASSET MANAGEMENT US , LLC

Office #1: 200 South, Biscayne Blvd 55th Floor Suite 5500, Miami, FL 33131

RIA

CRD#: 152538

Miami, FL

Past

August 3, 2021 - October 24, 2024

GREYTOWN ADVISORS

RIA

CRD#: 166629

MIAMI, FL

Past

June 8, 2021 - October 5, 2023

INSIGNEO SECURITIES, LLC

CRD#: 29249

MIAMI, FL

Past

December 12, 2012 - May 21, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

CORAL GABLES, FL

Past

December 10, 2012 - May 21, 2021

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

CORAL GABLES, FL

Past

January 26, 2006 - December 19, 2012

CREDIT SUISSE SECURITIES (USA) LLC

RIA

CRD#: 816

MIAMI, FL

Past

January 19, 2006 - December 19, 2012

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

MIAMI, FL

Past

July 12, 2000 - January 12, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

MIAMI, FL

Past

June 6, 2000 - January 12, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

MIAMI, FL

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".

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
(1/30/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/14/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/5/2000

General Securities Representative Examination

Current Firm

BTG PACTUAL ASSET MANAGEMENT US , LLC

CRD#: 152538 / SEC#: 801-71004

RIA

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

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

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 Accounts	548
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.

Similar Advisors

Noah Alweiss

MORGAN STANLEY

IAR

Miami, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Joseph T. Monagle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph T Monagle's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREYTOWN ADVISORS

INSIGNEO SECURITIES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CREDIT SUISSE SECURITIES (USA) LLC

CREDIT SUISSE SECURITIES (USA) LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

BTG PACTUAL ASSET MANAGEMENT US , LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/14/2000

SIE

Date: 10/1/2018

Series 7

Date: 6/5/2000

Current Firm

BTG PACTUAL ASSET MANAGEMENT US , LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BTG PACTUAL ASSET MANAGEMENT US , LLC

TRUST BUT VERIFY

Similar Advisors