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RIA / WealthAdvisor26 years in industry

Joseph T Monagle

Advisor at BTG PACTUAL ASSET MANAGEMENT US , LLC

NEW YORK, NY | Miami, FL

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Search this name across graphsid dfx:ria:b1776ed8-d10c-d88d-dbc2-d061ddf56728

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 12, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BTG PACTUAL ASSET MANAGEMENT US , LLC
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 12, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Aug 14, 2000
First registration: Jul 12, 2000
Dual registered: no
Other names: JOSEPH T MONAGLE|JOSEPH T MONAGLE|JOSEPH THOMAS MONAGLE
IAPD individual key: 3093707

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BTG PACTUAL ASSET MANAGEMENT US , LLC	Asset manager	Jan 30, 2025	n/a	yes	Miami, FL\|NEW YORK, NY	Current employment
GREYTOWN ADVISORS	Former SEC adviser	Aug 3, 2021	Oct 24, 2024	no	MIAMI, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Dec 12, 2012	May 21, 2021	no	CORAL GABLES, FL\|CORAL GABLES, FL\|CORAL GABLES, FL	Previous registration
CREDIT SUISSE SECURITIES (USA) LLC	Former SEC adviser	Jan 26, 2006	Dec 19, 2012	no	IRVINE, CA\|MIAMI, FL\|MIAMI, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 12, 2000	Jan 12, 2006	no	MIAMI, FL\|MIAMI, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GREYTOWN ADVISORS	BTG PACTUAL ASSET MANAGEMENT US , LLC	Oct 24, 2024	Jan 30, 2025	98	Firm change	Other
WELLS FARGO ADVISORS	GREYTOWN ADVISORS	May 21, 2021	Aug 3, 2021	74	Firm change	Other
CREDIT SUISSE SECURITIES (USA) LLC	WELLS FARGO ADVISORS	Dec 19, 2012	Dec 12, 2012	-7	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CREDIT SUISSE SECURITIES (USA) LLC	Jan 12, 2006	Jan 26, 2006	14	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
166629:152538:FL:2024-10-24	Oct 24, 2024	Jan 30, 2025	MIAMI, FL	Firm change

Relationships

Registered with (5)

→ BTG PACTUAL ASSET MANAGEMENT US , LLCRegistered adviserregistration: current employment
Jan 30, 2025 to presentfactForm ADV
→ GREYTOWN ADVISORSRegistered adviserregistration: previous registration
Aug 3, 2021 to Oct 24, 2024factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Dec 12, 2012 to May 21, 2021factForm ADV
→ CREDIT SUISSE SECURITIES (USA) LLCRegistered adviserregistration: previous registration
Jan 26, 2006 to Dec 19, 2012factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 12, 2000 to Jan 12, 2006factForm ADV

Dated events

Occurred
Oct 24, 2024
Advisor changed firm
Joseph T Monagle left Greytown Advisors for Btg Pactual Asset Management Us , Llc (registered 2025-01-30)
Form ADVobserved 5 days ago