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Christopher A. Hoshi

CREDICORP CAPITAL ADVISORS LLC
MIAMI, FL 33131
Some features on this profile are disabled
CRD#: 6437656
CH

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.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Christopher Alexis Hoshi Paz

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Alexis Hoshi'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

November 29, 2021 - Present

CREDICORP CAPITAL ADVISORS LLC

Office #1: 1111 Brickell Avenue 10th Floor, Miami, FL 33131
RIA
CRD#: 290081
MIAMI, FL
Current

July 19, 2023 - Present

CREDICORP CAPITAL LLC

Office #1: 1111 Brickell Avenue Suite 2825, Miami, FL 33131
BD
CRD#: 136791
Miami, FL
Past

January 12, 2015 - June 30, 2016

INSIGNEO SECURITIES, LLC

BD
CRD#: 29249
Lima,

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".
CC
CREDICORP CAPITAL ADVISORS LLC
CREDICORP CAPITAL ADVISORS LLC | VICCTUS MULTI FAMILY OFFICE | ULTRALAT INVESTMENT ADVISOR | ULTRAADVISORS, LLC | ULTRAADVISORS CORP. | ULTRAADVISORS | CREDICORP CAPITAL INVEST

CRD#: 290081 / SEC#: 801-122281

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

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Florida
(11/29/2021)
RR
Florida
(7/19/2023)
RR
Maryland
(9/27/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 11/7/2023
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/18/2020
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/19/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/25/2022
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

CC
CREDICORP CAPITAL ADVISORS LLC
CREDICORP CAPITAL ADVISORS LLC | VICCTUS MULTI FAMILY OFFICE | ULTRALAT INVESTMENT ADVISOR | ULTRAADVISORS, LLC | ULTRAADVISORS CORP. | ULTRAADVISORS | CREDICORP CAPITAL INVEST

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
20

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts260
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.

Company Information

CREDICORP CAPITAL ADVISORS LLC

CRD#: 290081Miami, FL 33131

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