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Daniel M. Nunes

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CRD#: 6348013
DN

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.

Daniel Mancia Nunes, who also goes by Daniel M Nunes, was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 2014. Daniel had worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 30 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Daniel M Nunes

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.
I am currently employed as the Investment Advisor of BTG Pactual Asset Management US, LLC, which is located at 601 Lexington avenue 57th floor, New York, NY 10022 and working from 200 S Biscayne Blvd, 55th Floor, Miami FL 33131. BTG Pactual Asset Management US, LLC, is a SEC Registered Investment Adviser and an affiliate of BTG Pactual US Capital, LLC. My employment at BTG Pactual Asset Management US LLC commenced on February 2024. Approximately 5% of my work time is devoted to my role as the Investment Advisor of BTG Pactual Asset Management US.

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

April 17, 2024 - September 25, 2025

BTG PACTUAL ASSET MANAGEMENT US , LLC

RIA
CRD#: 152538
Miami, FL
Past

April 7, 2022 - September 25, 2025

BTG PACTUAL US CAPITAL, LLC

BD
CRD#: 149486
Miami, FL
Past

November 9, 2020 - April 12, 2022

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
CoralGables, FL
Past

October 27, 2020 - April 12, 2022

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
CoralGables, FL
Past

May 12, 2016 - October 30, 2020

MORGAN STANLEY

RIA
CRD#: 149777
MIAMI, FL
Past

May 11, 2016 - October 30, 2020

MORGAN STANLEY

BD
CRD#: 149777
MIAMI, FL
Past

November 17, 2014 - May 12, 2016

CREDIT SUISSE SECURITIES (USA) LLC

RIA
CRD#: 816
NEW YORK, NY
Past

July 15, 2014 - May 12, 2016

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY

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: 11/13/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/15/2014
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 30
Date: 6/6/2012
NFA Branch Manager 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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