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AP

Angel A. Perez

BANCARIBE CAPITAL
MIAMI, FL 33131
CRD#: 8130777
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AP
Angel Andres PerezBANCARIBE CAPITAL

Professional summary

Angel Andres Perez is a registered financial advisor currently at BANCARIBE CAPITAL located in Miami, Florida.

Angel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Angel has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angel Andres Perez'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®
None

Experience

Current

August 28, 2025 - Present

BANCARIBE CAPITAL

Office #1: 1395 Brickell Avenue Suite 800, Miami, FL 33131
RIA
CRD#: 325521
MIAMI, FL

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
(8/28/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/27/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/12/2024
Securities Industry Essentials Examination

Current Firm

BC
BANCARIBE CAPITAL
BANCARIBE CAPITAL | BANCARIBE CAPITAL LLC

CRD#: 325521 / SEC#:

Florida
Registered Investment Advisory firm - (8/28/2023 Approved)
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Contact information

Main Address
1395 Brickell Avenue Suite 800, Miami, FL 33131
Mailing Address
Phone number
(305) 200-8800
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts85
AUM (Assets Under Management)$ 121,441,130

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

BANCARIBE CAPITAL

CRD#: 325521Miami, FL 33131

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