Fernando Pardo Martinez

CREDICORP CAPITAL ADVISORS LLC

Miami, FL 33131

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CRD#: 4376744

Professional summary

Fernando Pardo Martinez, who also goes by Fernando Pardo, is a registered financial advisor currently at CREDICORP CAPITAL ADVISORS LLC located in Miami, Florida.

Fernando is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Fernando has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Fernando Pardo

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BIZ IQ Sociedad de Responsabilidad Limitada de Capital Variable: NON-SECURITIES REALTED, Business Consulting and Strategy Services. Located in: Mexico City. The position is Consultant. The relationship with the business is Owner (50%). Start date of the relationship: January 2025. Time spent monthly: 20 hours. Number of hours you devote to the other business during securities trading hours: 0. Compensation: Commission based. // Berkshire Hathaway Home Services, Type Of Business: Profit. Located in: Miami, FL. The position is Real Estate Sales Associate. The relationship with the business is: Agent. Start of the relationship: March 2023. Time spent monthly: 20 hours. Number of hours you devote to the other business during securities trading hours: 0. Compensation: Commission based.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Fernando Pardo Martinez's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 2, 2025 - Present

CREDICORP CAPITAL ADVISORS LLC

Office #1: 1111 Brickell Avenue Suite 2825, Miami, FL 33131

RIA

CRD#: 290081

Miami, FL

Past

December 17, 2018 - March 5, 2025

STELAC ADVISORY SERVICES LLC

RIA

CRD#: 145103

MIAMI, FL

Past

September 17, 2013 - March 28, 2018

LEVELX CAPITAL LLC

CRD#: 117028

BROOKLYN, NY

Past

July 29, 2013 - July 30, 2018

GRA INVESTMENT ADVISOR

RIA

CRD#: 168149

MIAMI, FL

Past

August 7, 2009 - July 3, 2013

BULLTICK WEALTH MANAGEMENT, LLC

RIA

CRD#: 141588

MIAMI, FL

Past

May 20, 2009 - July 3, 2013

BULLTICK INVESTMENTS, LLC

CRD#: 139981

MIAMI, FL

Past

November 26, 2004 - April 30, 2009

UBS INTERNATIONAL INC.

CRD#: 107726

NEW YORK, NY

Past

June 1, 2001 - November 12, 2004

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CREDICORP CAPITAL ADVISORS LLC

CRD#: 290081 / SEC#: 801-122281

RIA

Registered Investment Advisory firm - (9/9/2021 Approved)

Florida

Registered Investment Advisory firm - (9/13/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(5/2/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/28/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/24/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/28/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/31/2001

General Securities Representative Examination

Current Firm

CREDICORP CAPITAL ADVISORS LLC

CRD#: 290081 / SEC#: 801-122281

RIA

Registered Investment Advisory firm - (9/9/2021 Approved)

Florida

Registered Investment Advisory firm - (9/13/2021 Terminated)

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Contact information

Main Address

1111 Brickell Avenue Suite 2825, Miami, FL 33131

Mailing Address

Phone number

(305) 455-0975

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CREDICORP CAPITAL ADVISORS LLC - WRAP BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	260
AUM (Assets Under Management)	$ 983,368,510

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Fernando Pardo Martinez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Fernando Pardo Martinez's CRS (Customer Relationship Summary).

Certified licenses

Experience

STELAC ADVISORY SERVICES LLC

LEVELX CAPITAL LLC

GRA INVESTMENT ADVISOR

BULLTICK WEALTH MANAGEMENT, LLC

BULLTICK INVESTMENTS, LLC

UBS INTERNATIONAL INC.

DEUTSCHE BANK SECURITIES INC.

Primary Firm SEC Registration

CREDICORP CAPITAL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/28/2009

Series 63

Date: 7/24/2001

SIE

Date: 3/28/2018

Series 7

Date: 5/31/2001

Current Firm

CREDICORP CAPITAL ADVISORS LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CREDICORP CAPITAL ADVISORS LLC

TRUST BUT VERIFY

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