Joseph T Monagle
Investment adviser representative at Btg Pactual Asset Management US , LLC
14 yearsExperience
1 stateRegistered in
$30.1BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Btg Pactual Asset Management US , LLCOct 2024 to now
- Greytown AdvisorsMay 2021 to Oct 2024
- Insigneo Securities, LLCMay 2021 to Oct 2023
- Wells Fargo Clearing Services, LLCNov 2016 to May 2021
- Wells Fargo Advisors, LLCDec 2012 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (FL).
Btg Pactual Asset Management US , LLC
$30.1BAssets managed
616Clients
65Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3093707
- Firm CRD
- 152538