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Wayne A. Perkins

Some features on this profile are disabled
CRD#: 4731499
WP

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Wayne Alan Perkins was a registered financial professional .

Wayne is a previously registered financial professional and started their career in finance in 2004. Wayne had worked at 4 firms and has passed the Series 66, Series 63 and Series 7 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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

January 30, 2025 - June 26, 2025

BTG PACTUAL ASSET MANAGEMENT US , LLC

RIA
CRD#: 152538
Miami, FL
Past

May 20, 2015 - October 24, 2024

GREYTOWN ADVISORS

RIA
CRD#: 166629
MIAMI, FL
Past

October 1, 2008 - April 29, 2014

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
MIAMI, FL
Past

February 4, 2004 - October 1, 2008

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
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".
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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/23/2015
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/1/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 2/3/2004
General Securities Representative 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#: 152538

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