AB
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
19 advisors
Number of Clients
383 clients
Average Client Portfolio
$405K average
Assets Under Management
$155.3M
Fee Structure
Financial Planning:Investment management only
Stonecrest Advisors participates in a wrap fee program with fees ranging from 0.50% to 2.0% based on assets under management. These fees are negotiable depending upon the needs of the client and complexity of the situation. Fees are paid monthly in advance and are withdrawn directly from the client's accounts. Clients may terminate the contract with 30 days written notice.
Areas of Practice
Investment Management
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Advisor Information
Office location
4000 Ponce De Leon Blvd, Suite 470, Coral Gables, FL, 33146
Get directionsRegulatory History (8)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2023Settled
Judgment / Lien
January 2022Judgment / Lien
January 2022Judgment / Lien
March 2021Judgment / Lien
February 2020Customer Dispute
November 2007Denied
Customer Dispute
June 2006Denied
Customer Dispute
November 2002Denied
Other Business Activities
Antonio is an investment adviser at Stonecrest Advisors since August 2017. This takes about 10-20% of his time, all during trading hours.
Employment History
Current Registrations
Stonecrest Advisors, INC.
August 2017 - Present · 8 yrs 5 mos
Stonecrest Capital Markets, INC.Broker
May 2017 - Present · 8 yrs 8 mos
Previous Registrations
Aegis Capital CORP.
July 2015 - May 2017 · 1 yr 10 mos
Aegis Capital CORP. Broker
June 2015 - May 2017 · 1 yr 11 mos
Capital Guardian, LLCBroker
August 2012 - June 2015 · 2 yrs 10 mos
Riwm, LLC
May 2012 - May 2017 · 5 yrs
Global Investor Services, L.C.Broker
January 2011 - August 2012 · 1 yr 7 mos
Rehmann Financial
July 2010 - September 2012 · 2 yrs 2 mos
Royal Alliance Associates, INC. Broker
April 2010 - January 2011 · 9 mos
Oppenheimer & CO. INC.
January 2008 - April 2010 · 2 yrs 3 mos
Oppenheimer & CO. INC. Broker
January 2008 - April 2010 · 2 yrs 3 mos
UBS International INC.
June 2002 - December 2007 · 5 yrs 6 mos
UBS International INC.Broker
June 2002 - December 2007 · 5 yrs 6 mos
UBS Painewebber INC. Broker
September 2000 - June 2002 · 1 yr 9 mos
UBS Painewebber INC.
September 2000 - June 2002 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
May 1996 - September 2000 · 4 yrs 4 mos
Chase Manhattan Investment Services, INC.Broker
July 1994 - May 1996 · 1 yr 10 mos
Smith Barney INC. Broker
July 1993 - July 1994 · 1 yr
Lehman Brothers INC.Broker
April 1988 - July 1993 · 5 yrs 3 mos
E. F. Hutton & Company INCBroker
March 1988 - April 1988 · 1 mo
Painewebber Incorporated Broker
April 1984 - April 1988 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
June 1979 - April 1984 · 4 yrs 10 mos
Blyth Eastman Dillon & CO. IncorporatedBroker
December 1978 - July 1979 · 7 mos
State Registrations2 states
FLPR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.