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Fabiola Elena Penaloza

Investment adviser representative at Credicorp Capital Advisors LLC
15 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

15 years in the industry.

  1. Credicorp Capital Advisors, LLCMay 2020 to now
  2. Credicorp Capital LLC (formerly: Ultralat Capital Markets, LLC)May 2020 to now
  3. Funds Distributor, LLCJul 2018 to now
  4. Amcs Marketing, IncApr 2018 to Mar 2020
  5. UnemployedDec 2017 to Apr 2018
  6. Credicorp Capital Colombia SaSep 2011 to Nov 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018
  • Series 65 · Uniform Investment Adviser Law2020

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
5528408
Firm CRD
290081
Advisor's SEC record (opens in a new tab)
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