DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Joseph T Monagle
Feed of 09/14/2026
Also filed as Joseph T Monagle
At current firm
1 y
since Jan 30, 2025
In the industry
26 y
since Jul 12, 2000 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Btg Pactual Asset Management US , LLC asset manager currentsince Jan 30, 2025 · Miami, Fl
- Greytown Advisors formerAug 3, 2021 to Oct 24, 2024 · Miami, Fl
- Wells Fargo Advisors wirehouseDec 12, 2012 to May 21, 2021 · Coral Gables, Fl
- Credit Suisse Securities (USA) LLC formerJan 26, 2006 to Dec 19, 2012 · Irvine, Ca
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJul 12, 2000 to Jan 12, 2006 · Miami, Fl
Moves
a registration end followed by a registration begin elsewhere
- Greytown Advisors to Btg Pactual Asset Management US , LLCleft Oct 24, 2024, registered Jan 30, 2025 (98 days) · Other · moved with a team
- Wells Fargo Advisors to Greytown Advisorsleft May 21, 2021, registered Aug 3, 2021 (74 days) · Other
- Credit Suisse Securities (USA) LLC to Wells Fargo Advisorsleft Dec 19, 2012, registered Dec 12, 2012 (-7 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Credit Suisse Securities (USA) LLCleft Jan 12, 2006, registered Jan 26, 2006 (14 days) · Other
Signals
- Joseph T Monagle left Greytown Advisors for Btg Pactual Asset Management Us , Llc (registered 2025-01-30)Oct 24, 2024 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address