Stonecrest Advisors, Inc.

Stonecrest Advisors, Inc. (CRD# 142095) is a financial advisory firm headquartered in Sarasota, FL. They serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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, FL, NJ

Financial Advisors at Stonecrest Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Mark D. Schild
CRD#: 1288577
6003 S Honore Ave, Suite 101, Sarasota, FL 34238
93
Wealthminder
score

Mark Schild (CRD# 1288577) is an Investment Advisor Representative working at Stonecrest Advisors, Inc. in Sarasota, FL and has over 32 years of experience in the finance industry.

2
Matthew J. Nielsen
CRD#: 2762423
38 E Ridgewood Ave #224, Ridgewood, NJ 07450
71
Wealthminder
score

Matthew Nielsen (CRD# 2762423) is an Investment Advisor Representative working at Stonecrest Advisors, Inc. in Ridgewood, NJ and has over 20 years of experience in the finance industry.

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