Pablo
Fagundez Diaz
Credicorp Capital Advisors LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Pablo Fagundez Diaz is a financial advisor working out of Miami, Florida who has 1 year of relevant experience. Fagundez Diaz currently works for Credicorp Capital Advisors LLC. During their career, the advisor has held roles at Garcia Flores Hidalgo Asset Mgmt Inc, Independent Consulting, Time Wealth Management LLC and Credicorp Capital LLC. Fagundez Diaz maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in Florida. Credicorp Capital Advisors LLC is a registered investment firm operating out of Miami, FL. The firm has a total of 12 advisors. It handles $516 million in total assets between its 229 client accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 229 customer accounts, just 6% are associated with high-net-worth clients who have at least $1 million in assets. Credicorp Capital Advisors LLC has a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules are based on which services the firm provides the client. However, fee types billed by Credicorp Capital Advisors LLC most likely consist of some blend of asset-based, hourly, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Credicorp Capital Advisors LLC Brokerage Details
$516,417,140
12
229
$2,255,097
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Pablo Fagundez Diaz Work History
Pablo has been registered as a financial advisor for 1 years.*
Credicorp Capital LLC
Independent Consulting
Time Wealth Management LLC
Garcia Flores Hidalgo Asset Mgmt Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Pablo Fagundez Diaz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Credicorp Capital Advisors LLC
Miami, FL
Lima,
Cali,
Miami, FL
Miami, FL
Miami, FL
Lima,
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
