RM
Rodrigo R. Motta
BTG PACTUAL ASSET MANAGEMENT US
Miami, FL 33131
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CRD#: 4799649
RM
Professional summary
Rodrigo Rabello Motta, who also goes by Rodrigo R Motta, Rodrigo R. Motta, Rodrigo Rabello Motta, Rodrigo Motta, is a registered financial advisor currently at BTG PACTUAL ASSET MANAGEMENT US , LLC located in Miami, Florida and BTG PACTUAL US CAPITAL, LLC located in Miami, Florida.
Rodrigo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Rodrigo has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rodrigo R Motta | Rodrigo R. Motta | Rodrigo Rabello Motta | Rodrigo Motta
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.
CRS (Client Relationship Summary) - RIA
Click below to view Rodrigo Rabello Motta's 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®
NoneExperience
Current
September 8, 2023 - Present
BTG PACTUAL ASSET MANAGEMENT US , LLC
Office #1: 200 S Biscayne Blvd, Miami, FL 33131RIA
CRD#: 152538
Miami, FL
Current
October 21, 2021 - Present
BTG PACTUAL US CAPITAL, LLC
Office #1: 200 S Biscayne Blvd. 55th Floor Suite 5500, Miami, FL 33131BD
CRD#: 149486
Miami, FL
Past
October 10, 2019 - October 21, 2021
BRADESCO GLOBAL ADVISORS
RIA
CRD#: 134416
CORAL GABLES, FL
Past
August 13, 2019 - October 21, 2021
BRADESCO INVESTMENTS INC.
BD
CRD#: 19453
CORAL GABLES, FL
Past
October 8, 2010 - September 16, 2019
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
MIAMI, FL
Past
May 11, 2010 - September 16, 2019
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
MIAMI, FL
Past
May 11, 2006 - April 27, 2010
BRICKELL GLOBAL MARKETS, INC.
BD
CRD#: 104316
MIAMI, FL
Past
September 23, 2005 - April 26, 2006
IFMG SECURITIES, INC.
BD
CRD#: 14416
FT. LAUDERDALE, FL
Past
September 29, 2004 - September 23, 2005
CITICORP INVESTMENT SERVICES
BD
CRD#: 23988
LONG ISLAND CITY, NY
Past
July 8, 2004 - September 30, 2004
SOUTHTRUST SECURITIES, LLC
BD
CRD#: 17922
BIRMINGHAM, AL
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.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
Alabama(4/28/2023)
RR
Alaska(4/28/2023)
RR
Arizona(4/28/2023)
RR
Arkansas(4/28/2023)
RR
California(1/30/2023)
RR
Colorado(4/28/2023)
RR
Connecticut(4/28/2023)
RR
Delaware(4/28/2023)
RR
District of Columbia(4/28/2023)
RR
Florida(10/28/2021)
IAR
Florida(9/8/2023)
RR
Georgia(4/28/2023)
RR
Hawaii(1/30/2023)
RR
Idaho(4/28/2023)
RR
Illinois(4/28/2023)
RR
Indiana(4/28/2023)
RR
Iowa(4/28/2023)
RR
Kansas(4/28/2023)
RR
Kentucky(1/30/2023)
RR
Louisiana(4/28/2023)
RR
Maine(4/28/2023)
RR
Maryland(4/28/2023)
RR
Massachusetts(4/28/2023)
RR
Michigan(4/28/2023)
RR
Mississippi(4/28/2023)
RR
Missouri(6/20/2023)
RR
Montana(4/28/2023)
RR
Nebraska(4/28/2023)
RR
Nevada(4/28/2023)
RR
New Hampshire(4/28/2023)
RR
New Jersey(4/28/2023)
RR
New York(11/9/2021)
IAR
New York(9/8/2023)
RR
North Carolina(11/10/2021)
RR
North Dakota(4/28/2023)
RR
Ohio(4/28/2023)
RR
Oklahoma(4/28/2023)
RR
Oregon(4/28/2023)
RR
Pennsylvania(4/28/2023)
RR
Puerto Rico(4/28/2023)
RR
Rhode Island(4/28/2023)
RR
South Carolina(4/28/2023)
RR
South Dakota(4/28/2023)
RR
Texas(4/28/2023)
RR
Utah(4/28/2023)
RR
Vermont(4/28/2023)
RR
Virgin Islands(4/28/2023)
RR
Washington(4/28/2023)
RR
West Virginia(4/28/2023)
RR
Wisconsin(4/28/2023)
RR
Wyoming(4/28/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
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)PREMIUM
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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)
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.
Company Information
BTG PACTUAL ASSET MANAGEMENT US , LLC
CRD#: 152538Miami, FL 33131TRUST BUT VERIFY
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