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).

Current Firm Details
300 West 6th Street, Suite 1520, Austin, TX 78701
http://www.stonecrestpartners.com/
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 11 - 13 of 13 top financial advisors.
11
Gabriel Lopez Sanchez, financial advisor Austin TX
Gabriel J. Lopez Sanchez
CRD#: 7387990
300 West 6th Street, Suite 1520, Austin, TX 78701

Gabriel Lopez Sanchez (CRD# 7387990) is an Investment Advisor Representative working at Stonecrest Advisors, Inc. in Austin, TX and has over 2 years of experience in the finance industry.

12
Sean Miles Barbosa, financial advisor Austin TX
Sean W. Miles Barbosa
CRD#: 2340356
300 West 6th Street, Suite 1520, Austin, TX 78701

Sean Miles Barbosa (CRD# 2340356) is an Investment Advisor Representative working at Stonecrest Advisors, Inc. in Austin, TX and has over 3 years of experience in the finance industry.

13
Carlos Rodriguez De Gracia, financial advisor San Juan PR
Carlos A. Rodriguez De Gracia
CRD#: 4888179
1369 Ashford Avenue, San Juan, PR 00907

Carlos Rodriguez De Gracia (CRD# 4888179) is an Investment Advisor Representative working at Stonecrest Advisors, Inc. in San Juan, PR and has over 7 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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