Newval Joseph bryan Nelcha
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, LLCFeb 2023 to now
- Credicorp Capital LLC (formerly Ultralat)Feb 2021 to now
- Credicorp Capital Securities Inc.Jul 2017 to Feb 2021
- Dinosaur Financial Group, LLCMay 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State 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
- 6651001
- Firm CRD
- 290081