Best Investors Account Sign in

Andrea Carolina Yepes

Credicorp Capital Advisors LLC

Miami, FL

CRD 6650146

Claim This Profile
Employer firm

Credicorp Capital Advisors LLC CRD 290081

$1.58B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Credicorp Capital Advisors Llc

1111 Brickell Avenue Suite 2825, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-09
  • FL RA
    APPROVED
    Since 2025-10-09

Branch Locations

1111 Brickell Avenue Suite 2825, Miami, FL 33131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ultralat Capital Markets Bogota 05/2016 04/2022
Jpmorgan Chase Bank Na Miami FL 05/2022 09/2025
Jpmorgan Securities Llc Miami FL 05/2022 09/2025
Credicorp Capital Llc Miami FL 06/2021 04/2022
Credicorp Capital Llc Miami FL 09/2025 Present
  • 05/2016 → 04/2022
    Ultralat Capital Markets
    Bogota
  • 05/2022 → 09/2025
    Jpmorgan Chase Bank Na
    Miami, FL
  • 05/2022 → 09/2025
    Jpmorgan Securities Llc
    Miami, FL
  • 06/2021 → 04/2022
    Credicorp Capital Llc
    Miami, FL
  • 09/2025 → Present
    Credicorp Capital Llc
    Miami, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-02
S63 Uniform Securities Agent State Law Examination 2020-11-17
  • S65 Uniform Investment Adviser Law Examination
    2022-02-02
  • S63 Uniform Securities Agent State Law Examination
    2020-11-17
Other Names
  • Andrea Carolina Yepes Castano
  • Carolina Yepes
  • Andrea C Yepes Castano
  • Andrea C Yepes
  • Andrea Castano
  • Andrea Carolina Yepes

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Miami, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor