Sergio Miguel Lock mont
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 LLCMay 2026 to now
- Credicorp CapitalJan 2020 to now
- BcpJul 2016 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8208932
- Firm CRD
- 290081