This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CREDICORP CAPITAL ADVISORS LLC

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 1, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Apr 15, 2019

First registration

Nov 26, 2019

Dual registered

yes, broker-dealer

Other names

LEONEL MARTIN MORALES|LEO FERETTI|LEO M FERRETTI|LEO M FERRETTI|LEO MARTIN FERRETTIVELASQUEZ|LEO MARTIN FERRETTIVELASQUEZ|LEO MARTIN MORALES|LEONEL M MORALES

IAPD individual key

4762827

• Occurred

  Nov 10, 2023
  Advisor changed firm

  Leo Martin Ferretti left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Credicorp Capital Advisors Llc (registered 2025-11-05)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b50fc105-68cc-8a23-06ae-102b30495154

First observed

Nov 26, 2019

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.