Christopher Alexis Hoshi
Professional Summary
Christopher Alexis Hoshi, who also goes by Christopher Alexis Hoshi Paz, is a registered financial advisor currently at CREDICORP CAPITAL ADVISORS LLC located in Miami, Florida and CREDICORP CAPITAL LLC located in Miami, Florida. Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Christopher has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Christopher Alexis Hoshi Paz
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
7 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
CREDICORP CAPITAL ADVISORS LLC | VICCTUS MULTI FAMILY OFFICE | ULTRALAT INVESTMENT ADVISOR | ULTRAADVISORS, LLC | ULTRAADVISORS CORP. | ULTRAADVISORS | CREDICORP CAPITAL INVEST
Contact Information
Main Address
1111 Brickell Avenue Suite 2825, Miami, FL 33131Phone Number
(305) 455-0975# of Employees
26SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
369AUM (Assets Under Management)
$1,579,910,107Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
CREDICORP CAPITAL ADVISORS LLC | VICCTUS MULTI FAMILY OFFICE | ULTRALAT INVESTMENT ADVISOR | ULTRAADVISORS, LLC | ULTRAADVISORS CORP. | ULTRAADVISORS | CREDICORP CAPITAL INVEST
State Registrations and Notice Filings
(11/29/2021)
(7/19/2023)
(9/27/2024)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Christopher Alexis Hoshi's CRS (Customer Relationship Summary).
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