Gustavo Sorzano, financial advisor Miami FL

Gustavo Sorzano

CRD Number: 6617974
Current Firm: Credicorp Capital Advisors LLC

Gustavo Sorzano (CRD# 6617974) is an Investment Advisor Representative working at Credicorp Capital Advisors LLC in Miami, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ultralat Capital Markets Miami, FL Feb 2016 - Current 5
Helm Comisionista De Bolsa Bogota, May 2015 - Jan 2016 < 1
Credicorp Capital SA Bogota, Sep 2014 - Apr 2015 < 1
Instituto De Estudios Bursatiles Madrid, Mar 2014 - Sep 2014 < 1
Helm Bank SA Bogota, Sep 2008 - Mar 2014 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2018
Contact Info for Gustavo Sorzano
Phone Number: 305-455-0975
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    130
    MILLIONS
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $1,550,576
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL

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