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JG

John Guglieri

BTG PACTUAL US CAPITAL
New York, NY 10022-6831
Some features on this profile are disabled
CRD#: 5125328
JG

Professional summary


John Guglieri, who also goes by John P Guglieri, 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 2006. John has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John P Guglieri

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 Guglieri'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

July 16, 2025 - Present

BTG PACTUAL US CAPITAL, LLC

Office #1: 601 Lexington Avenue 57th Floor, New York, NY 10022-6831
BD
CRD#: 149486
New York, NY
Past

February 22, 2024 - July 11, 2025

BANCTRUST SECURITIES USA

BD
CRD#: 313116
NEW YORK, NY
Past

January 26, 2021 - July 13, 2023

BNP PARIBAS SECURITIES CORP.

BD
CRD#: 15794
NEW YORK, NY
Past

June 12, 2017 - January 25, 2021

STANDARD CHARTERED SECURITIES NORTH AMERICA LLC

BD
CRD#: 130847
NEW YORK, NY
Past

July 5, 2012 - June 6, 2017

RBC CAPITAL MARKETS, LLC

RIA
CRD#: 31194
NEW YORK, NY
Past

April 3, 2012 - June 6, 2017

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

October 1, 2008 - April 13, 2012

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
GREENWICH, CT
Past

October 1, 2008 - April 13, 2012

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
GREENWICH, CT
Past

June 16, 2008 - October 1, 2008

J.P. MORGAN SECURITIES INC.

RIA
CRD#: 18718
NEW CANAAN, CT
Past

March 18, 2008 - October 1, 2008

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW CANAAN, CT
Past

May 16, 2006 - February 26, 2008

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
SCARSDALE, NY

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
(7/16/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/13/2008
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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 10022-6831

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