Credicorp Capital LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
—
Advisory reps
35
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
136791
Registered since
January 17, 2006

Firm profile

FINTRX

Overview

Credicorp Capital LLC is organized as a limited liability company and is SEC-registered since 2006. FINTRX lists the firm's owner type as both a domestic entity and an individual; it is not classified under a specific advisory category in the available data. The record indicates the firm does not operate as a capital allocator and does not identify as an active ESG investor. FINTRX also notes the adviser is not registered as a multi-state adviser. The firm’s profile in the dataset is sparse on business activities, client segments, fee arrangements, or stated investment focus. No activities, affiliations, or product- and strategy-level disclosures were provided in the source material.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Carlos Coll

    Carlos Coll

    CEO and CCOCRD 4860091

Contacts

3 of 34
  • Fernando Pardo Martinez

    Vice President, Wealth ManagementCRD 4376744

  • Juan Lopez Corredor

    Juan Lopez Corredor

    Senior Wealth AdvisorCRD 6301212

  • Pablo Fagundez Diaz

    Pablo Fagundez Diaz

    Portfolio ManagerCRD 6724480

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
1111 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth