Bernardo Rocha De Macedo Moraes
Investment Adviser Representative at BTG Pactual Asset Management US , LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Bernardo Rocha de Macedo Moraes is an investment adviser representative with BTG Pactual Asset Management US , LLC in Miami, FL, where they have been registered since 2026. They have worked in the securities industry since 2023. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 99 (operations professional). They are registered to provide investment advice in Florida and New York.
Office
Advisors at this office: 20
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, New York
- Broker:
2 states and territories
Florida, New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Holy Names UniversityAug 2015 – Jul 2017Oakland, CA
- California State UniversityAug 2017 – Oct 2019Sacramento, CA
- Westcliff UniversityJan 2020 – May 2023Irvine, CA
- BTG Pactual US Capital, LLCJun 2023 – Mar 2025Miami, FL
- BTG Pactual US Capital LLCMar 2025 – no end date reportedMiami, FL
- BTG Pactual Asset Management US, LLCMay 2025 – no end date reportedMiami, FL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About BTG Pactual Asset Management US , LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Fixed fee
- Performance-based fees
- Other
- Firm account minimum
- $250,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 62
- Offices listed on AdvisorFinder:
- 8
- Main office:
- New York, NY
- SEC file number:
- 801-71004
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 18, 2026
View full firm profileOther advisors at BTG Pactual Asset Management US , LLC
Showing 12 of 62 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bernardo Rocha De Macedo Moraes has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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