Andrea Carolina Yepes
Investment adviser representative at Credicorp Capital Advisors LLC
10 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
10 years in the industry.
- Credicorp Capital Advisors LLCOct 2025 to now
- Credicorp Capital LLCSep 2025 to now
- JPMorgan Chase Bank NAMay 2022 to Sep 2025
- JPMorgan Securities LLCMay 2022 to Sep 2025
- Credicorp Capital LLCJun 2021 to Apr 2022
- Ultralat Capital MarketsMay 2016 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
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
- 6650146
- Firm CRD
- 290081