Dagmara Katarzyna Frankowska
Investment adviser representative at Btg Pactual Asset Management US , LLC
10 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
10 years in the industry.
- Btg Pactual Asset Management US , LLCDec 2025 to now
- Cetera Wealth Services, LLCAug 2024 to Nov 2025
- Sageview Advisory GroupJun 2024 to Nov 2025
- Sageview Private Client GroupJun 2024 to Nov 2025
- Osaic Wealth, Inc.Jan 2024 to May 2024
- Royal Alliance Associates, Inc.Dec 2020 to May 2024
- Proequities IncJun 2017 to Nov 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 3165855
- Firm CRD
- 152538