Camilo Garcia Merlano

CREDICORP CAPITAL ADVISORS LLC

Miami, FL 33131

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CRD#: 7647573

Professional summary

Camilo Garcia Merlano, who also goes by Camilo Garcia, is a registered financial advisor currently at CREDICORP CAPITAL ADVISORS LLC located in Miami, Florida and CREDICORP CAPITAL LLC located in Miami, Florida.

Camilo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Camilo has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Camilo Garcia

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.

Portfolio Manager at Affiliated RIA, Credicorp Capital Advisors LLC (CRD 290081); Time Devoted: 90% of time Employee at Affiliated B/D, Credicorp Capital LLC (CRD 136791), Time Devoted: 10% of time

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Camilo Garcia Merlano'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

February 29, 2024 - Present

CREDICORP CAPITAL ADVISORS LLC

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

RIA

CRD#: 290081

Miami, FL

Current

June 14, 2023 - Present

CREDICORP CAPITAL LLC

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

CRD#: 136791

Miami, FL

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.

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

Florida
(6/14/2023)

IAR

Florida
(2/29/2024)

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

State Security Law Exam

IAR

Series 66

Date: 12/14/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/31/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/29/2022

Securities Industry Essentials Examination

SRO Registrations

FINRA

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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Camilo Garcia Merlano

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Camilo Garcia Merlano's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREDICORP CAPITAL ADVISORS LLC

CREDICORP CAPITAL LLC

Primary Firm SEC Registration

CREDICORP CAPITAL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/14/2023

Series 7TO

Date: 5/31/2023

SIE

Date: 8/29/2022

FINRA

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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