JA
Julio M. Ayerbe Roman
CREDICORP CAPITAL ADVISORS LLC
Bogota, 110311
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CRD#: 7950114
JA
Professional summary
Julio Manuel Ayerbe Roman is a registered financial advisor currently at CREDICORP CAPITAL ADVISORS LLC .
Julio is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Julio has worked at 1 firm and has passed the Series 63 and Series 65 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
DOM REAL ESTATE SAS 1.Activity of the company: Promotion, development and marketing of real estate projects. 2.Start Date: May 2015 3.Time devoted: 2 hours per month. 4.Stake in the company? If so, how much (%) is your share?: Yes, 13.5%. 5.Activity in the company? E.g.: accountant, administrator, etc: Member of the Board of Directors. 6.Remuneration for this activity? No. PONTIFICIA UNIVERSIDAD JAVERIANA 1.Activity of the company, what does it do?: Higher education. 2.Start Date: August 1 2023 3.Time Devoted: 2 hours per month. 4.Stake in the company? If so, how much (%) is your share?: No. 5.Activity in the company? E.g.: accountant, administrator, etc. : Independent member of the investment committee. 6.Remuneration for this activity? Yes. $6000.00 per year. PERUGIA SAS 1.Activity of the company, what does it do?: Single family office. 2.Start Date: March 01 2008 3.Time devoted: 2 hours per month. 4.Stake in the company? If so, how much (%) is your share?: No. 5.Activity in the company? E.g.: accountant, administrator, etc. Independent member of the investment committee. 6.Remuneration for this activity? Yes. $6000 per year.
CRS (Client Relationship Summary) - RIA
Click below to view Julio Manuel Ayerbe Roman's 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®
NoneExperience
Current
March 13, 2025 - Present
CREDICORP CAPITAL ADVISORS LLC
Office #1: Calle 34 # 6 - 65, Bogota 110311RIA
CRD#: 290081
Bogota,
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.Highlighted states indicate IAR registrations
IAR
Florida(3/13/2025)
Exams
State Security Law Exam
State Security Law Exam
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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 260 |
| AUM (Assets Under Management) | $ 983,368,510 |
Red Flags
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