Stonecrest Advisors, Inc.

Stonecrest Advisors, Inc. (CRD# 142095) is a financial advisory firm headquartered in Austin, TX. They manage $133,802,972 in 310 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    134
    MILLION
  • Total Number of Accounts
    310
    ACCOUNTS
  • Average Account Value
    $431,622
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

DC, FL, NJ, NY, PA, PR, TX

Financial Advisors at Stonecrest Advisors, Inc.
Showing 1 - 10 of 13 top financial advisors.
1
Antonio S. Bauza
CRD#: 860146
4000 Ponce De Leon Blvd, Suite 470, Coral Gables, FL 33146

Antonio Bauza (CRD# 860146) is an Investment Advisor Representative working at Stonecrest Advisors, Inc. in Coral Gables, FL and has over 34 years of experience in the finance industry.

2
Rebecca E. Feliciano Beltran
CRD#: 4090412
300 West 6th Street, Suite 1520, Austin, TX 78701

Rebecca Feliciano Beltran (CRD# 4090412) is an Investment Advisor Representative working at Stonecrest Advisors, Inc. in Austin, TX and has over 11 years of experience in the finance industry.

3
Adrian A. Fernandez
CRD#: 5975956
300 West 6th Street, Suite 1520, Austin, TX 78701

Adrian Fernandez (CRD# 5975956) is an Investment Advisor Representative working at Stonecrest Advisors, Inc. in Austin, TX and has over 7 years of experience in the finance industry.

4
Pedro Gonzalez Caldas
CRD#: 3085088
1369 Ashford Avenue, Ac Hotel Mezzanine Level, San Juan, PR 00907

Pedro Gonzalez Caldas (CRD# 3085088) is an Investment Advisor Representative working at Stonecrest Advisors, Inc. in San Juan, PR and has over 25 years of experience in the finance industry.

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

David Jones (CRD# 4915605) is an Investment Advisor Representative working at Stonecrest Advisors, Inc. in Austin, TX and has over 8 years of experience in the finance industry.

6
Edward P. Kasperavich
CRD#: 4970038
Hillsdale, NJ

Edward Kasperavich (CRD# 4970038) is an Investment Advisor Representative working at Stonecrest Advisors, Inc. in Hillsdale, NJ and has over 8 years of experience in the finance industry.

7
Roberto J. Pineda Castellvi
CRD#: 4971653
1369 Ashford Ave, San Juan, PR 00907

Roberto Pineda Castellvi (CRD# 4971653) is an Investment Advisor Representative working at Stonecrest Advisors, Inc. in San Juan, PR and has over 10 years of experience in the finance industry.

8
Deborah A. Stackpole
CRD#: 4969850
Bayville, NJ

Deborah Stackpole (CRD# 4969850) is an Investment Advisor Representative working at Stonecrest Advisors, Inc. in Bayville, NJ and has over 15 years of experience in the finance industry.

9
David Weibel
CRD#: 5688056
300 West 6th Street, Suite 1520, Austin, TX 78701

David Weibel (CRD# 5688056) is an Investment Advisor Representative working at Stonecrest Advisors, Inc. in Austin, TX and has over 14 years of experience in the finance industry.

10
Jose M. Cubillo Gonzalez
CRD#: 7056512
300 West 6th Street, Suite 1520, Austin, TX 78701

Jose Cubillo Gonzalez (CRD# 7056512) is an Investment Advisor Representative working at Stonecrest Advisors, Inc. in Austin, TX and has over 4 years of experience in the finance industry.

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