Luiz F Ottoni Candido (CRD# 6499067) is an Investment Advisor Representative working at Btg Pactual Asset Management Us , LLC in Miami, FL and has over 7 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Btg Pactual Us Capital, LLC | Miami, FL | Sep 2020 - Current | 3 |
| Insigneo Securities, LLC | Miami, FL | Aug 2020 - Aug 2020 | < 1 |
| Insigneo Advisory Services | Miami, FL | Aug 2020 - Aug 2020 | < 1 |
| Safra National Bank Of New York | Aventura, FL | Apr 2019 - May 2020 | 1 |
| Genesis Investmet Advisors LLC | Coral Gables, FL | Nov 2014 - Feb 2019 | 4 |
| Unemployed | Sao Paulo, | Jun 2014 - Oct 2014 | < 1 |
| Banco Itau SA | Sao Paulo, | Jan 2001 - Jun 2014 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2017 |
| S63 | Uniform Securities State Law Examination | Aug 2022 |
- FL
-
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
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