AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
BP

Beatriz Persiani Rodrigues

BTG PACTUAL US CAPITAL
Miami, FL 33131
CRD#: 7458269
Some features on this profile are disabled
BP
Beatriz Persiani RodriguesBTG PACTUAL US CAPITAL

Professional summary

Beatriz Persiani Rodrigues is a registered financial professional currently at BTG PACTUAL US CAPITAL, LLC located in Miami, Florida.

Beatriz is registered as a RR (Registered Representative) and started their career in finance in 2025. Beatriz has worked at 1 firm and has passed the Series 63, Series 7TO and SIE exams.

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) - BD

Click below to view Beatriz Persiani Rodrigues'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

September 24, 2025 - Present

BTG PACTUAL US CAPITAL, LLC

Office #1: 200 S Biscayne Blvd. 55th Floor Suite 5500, Miami, FL 33131
BD
CRD#: 149486
Miami, FL

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
Florida
(9/24/2025)
RR
New York
(1/27/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 10/1/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/24/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/2/2023
Securities Industry Essentials Examination
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)
Loading...

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)

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#: 149486Miami, FL 33131

TRUST BUT VERIFY

Monitor Beatriz Persiani Rodrigues

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Kevin Joseph Ruth
Kevin RuthAdvisorCheck Check Mark
RAYMOND JAMES & ASSOCIATES, INC.
PR
ST. PETERSBURG, FL
MH
Mark HappeAdvisorCheck Check Mark
VALIC FINANCIAL ADVISORS, INC.
PR
HOUSTON, TX
Jason Townsend Lambert
Jason LambertAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
VANCOUVER, WA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.