Leo Martin Ferretti
Investment adviser representative at Credicorp Capital Advisors LLC
20 yearsExperience
1 stateRegistered in
$1.6BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- Credicorp Capital Advisors LLCNov 2025 to now
- Credicorp Capital LLCOct 2025 to now
- Prestige International ManagementDec 2023 to Sep 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2019 to Nov 2023
- JP Morgan Chase Bank NASep 2019 to Nov 2019
- JP Morgan Securities LLCSep 2019 to Nov 2019
- UnemployedMar 2019 to Sep 2019
- Efg Capital International CorpNov 2018 to Mar 2019
- UnemployedAug 2018 to Oct 2018
- HSBC Bank USAMar 2006 to Jul 2018
- HSBC Securities (USA) IncMar 2006 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
Credicorp Capital Advisors LLC
$1.6BAssets managed
369Clients
18Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4762827
- Firm CRD
- 290081