Luiz Carlos Lopes Megna (CRD# 7647149) is an Investment Advisor Representative working at Btg Pactual Asset Management Us , LLC in New York, NY and has 1 year of experience in the finance industry.
CRD# 2915697
Abbondandolo Wealth Management Corp
CRD# 5784181
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5241462
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Btg Pactual Us Capital LLC | Miami, FL | Nov 2022 - Current | 1 |
| Btg Pactual Us Capital LLC | Miami, FL | Oct 2022 - Nov 2022 | < 1 |
| N/a | Miami, FL | May 2022 - Sep 2022 | < 1 |
| Itau Unibanco | Sao Paulo, | Feb 2019 - Apr 2022 | 3 |
| Megna Consulting | Sao Paulo, | Mar 2008 - Jan 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- 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.