Dagmara Katarzyna Frankowska

Employer firm

Btg Pactual Asset Management Us , LLC CRD 152538

$30.1B regulatory AUM 18 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• CONSULTING FOR FINANCIAL INSTITUTIONS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 06/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 06/2017 → 11/2020
  Proequities Inc
  Birmingham, AL
• 12/2020 → 05/2024
  Royal Alliance Associates, Inc.
  Jersey City, NJ
• 01/2024 → 05/2024
  Osaic Wealth, Inc.
  Jersey City, NJ
• 06/2024 → 11/2025
  Sageview Advisory Group
  Newport Beach, CA
• 08/2024 → 11/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2024 → 11/2025
  Sageview Private Client Group
  Newport Beach, CA
• 12/2025 → Present
  Btg Pactual Asset Management Us, Llc
  New York, NY

Previous Registrations

• 2024-08-29 → 2025-12-09
  Creative Planning Institutional Advisors, Llc
  Irving, TX
• 2024-08-29 → 2025-12-09
  Sageview Private Client Group, Llc
  Irving, TX
• 2020-12-14 → 2024-05-17
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 2020-12-14 → 2024-01-19
  Woodbury Financial Services, Inc.
  Oakdale, MN
• 2021-07-29 → 2023-11-03
  Fsc Securities Corporation
  Atlanta, GA
• 2021-07-29 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
• 2017-06-30 → 2020-11-25
  Concourse Financial Group Securities, Inc.
  Birmingham, AL
• 2017-01-09 → 2017-06-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  New York, NY
• 2011-11-22 → 2016-02-03
  Deutsche Bank Securities Inc.
  Jacksonville, FL
• 2009-01-06 → 2011-07-14
  Hilltop Securities Inc.
  Dallas, TX
• 2010-06-29 → 2011-07-14
  Momentum Independent Network Inc.
  Dallas, TX
• 2008-07-30 → 2009-01-02
  Snider Advisors
  Dallas, TX

Other Businesses

I am currently employed as the Chief Compliance Officer of BTG Pactual Asset Management US, LLC, which is located at 601 Lexington Avenue, 57th Floor, New York, New York, 10022. BTG Pactual Asset Management US, LLC is an SEC registered investment adviser and an affiliate of BTG Pactual US Capital, LLC. I oversee the Compliance Department for BTG Pactual Asset Management US, LLC. My employment at BTG Pactual Asset Management US, LLC commenced in December 2025. Approximately 80% of my work time is devoted to my role as the Chief Compliance Officer of BTG Pactual Asset Management US, LLC.

Exams

• S66 Uniform Combined State Law Examination
  2008-07-28
• S63 Uniform Securities Agent State Law Examination
  2001-08-14

Other Names

• Dagmara K Frankowska
• Dagmara Frankowska