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).
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Total Assets Under Management134MILLION
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Total Number of Accounts310ACCOUNTS
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Average Account Value$431,622
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
DC, FL, NJ, NY, PA, PR, TX
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.