Stonecrest Advisors, Inc.

Stonecrest Advisors, Inc. (CRD# 142095) is a financial advisory firm headquartered in Austin, TX. They manage $28,895,275 in 47 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $614,793
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, FL, NJ, NY, TX

Financial Advisors at Stonecrest Advisors, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Mark D. Schild
CRD#: 1288577
45 N. Broad St., Suite 401, Ridgewood, NJ 07450
96
Wealthminder
score

Mark Schild (CRD# 1288577) is an Investment Advisor Representative working at Stonecrest Advisors, Inc. in Ridgewood, NJ and has over 33 years of experience in the finance industry. Mark Schild has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Deborah A. Stackpole
CRD#: 4969850
300 West 6th Street, Suite 1520, Austin, TX 78701
93
Wealthminder
score

Deborah Stackpole (CRD# 4969850) is an Investment Advisor Representative working at Stonecrest Advisors, Inc. in Austin, TX and has over 9 years of experience in the finance industry.

3
David Weibel
CRD#: 5688056
300 W. 6th St., Suite 1520, Austin, TX 78701
93
Wealthminder
score

David Weibel (CRD# 5688056) is an Investment Advisor Representative working at Stonecrest Advisors, Inc. in Austin, TX and has over 8 years of experience in the finance industry.

4
Edward P. Kasperavich
CRD#: 4970038
300 West 6th Street, Suite 1520, Austin, TX 78701
92
Wealthminder
score

Edward Kasperavich (CRD# 4970038) is an Investment Advisor Representative working at Stonecrest Advisors, Inc. in Austin, TX and has over 3 years of experience in the finance industry.

5
David B. Jones
CRD#: 4915605
300 West 6th Street, Suite 1520, Austin, TX 78701
89
Wealthminder
score

David Jones (CRD# 4915605) is an Investment Advisor Representative working at Stonecrest Advisors, Inc. in Austin, TX and has over 2 years of experience in the finance industry.

6
Michael F. Murphy
CRD#: 6347760
300 West 6th Street, Suite 1520, Austin, TX 78701
89
Wealthminder
score

Michael Murphy (CRD# 6347760) is an Investment Advisor Representative working at Stonecrest Advisors, Inc. in Austin, TX and has over 3 years of experience in the finance industry.

7
Antonio S. Bauza
CRD#: 860146
4000 Ponce De Leon Blvd, Suite 470, Coral Gables, FL 33146
83
Wealthminder
score

Antonio Bauza (CRD# 860146) is an Investment Advisor Representative working at Stonecrest Advisors, Inc. in Coral Gables, FL and has over 28 years of experience in the finance industry.

8
Matthew J. Nielsen
CRD#: 2762423
300 West 6th Street, Suite 1520, Austin, TX 78701
71
Wealthminder
score

Matthew Nielsen (CRD# 2762423) is an Investment Advisor Representative working at Stonecrest Advisors, Inc. in Austin, TX and has over 21 years of experience in the finance industry.

9
Jeffry B. Vargas
CRD#: 5485101
Los Angeles, CA
48
Wealthminder
score

Jeffry Vargas (CRD# 5485101) is an Investment Advisor Representative working at Stonecrest Advisors, Inc. in Los Angeles, CA and has over 8 years of experience in the finance industry.

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