Bernardo Nascentes Penido (CRD# 7380005) is an Investment Advisor Representative working at Btg Pactual Asset Management Us , LLC in Miami, FL and has 1 year of experience in the finance industry.
CRD# 4373575
Ubs Financial Services Inc.
CRD# 2040414
Hsbc Securities (usa) Inc.
CRD# 5306954
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Btg Pactual Us Capital LLC | Miami, FL | May 2022 - Current | 2 |
| Btg Pactual Us Capital LLC | Miami, FL | Nov 2021 - May 2022 | < 1 |
| Avenue Securities, LLC | Miami, FL | May 2021 - Sep 2021 | < 1 |
| Fortinet | Sunrise, FL | Jul 2020 - May 2021 | < 1 |
| University Of Miami | Miami, FL | Aug 2016 - May 2020 | 3 |
| Eabh | Belo Horizonte, | May 2010 - May 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- FL
- NY
-
Total Assets Under Management27,790MILLIONS
-
Total Number of Accounts338ACCOUNTS
-
Average Account Value$82,220,144
- A percentage of assets under your management
- Commissions
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CT, FL, GA, MT, NY, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.