Sean Barbosa
Sean Barbosa is a registered investment advisor at Stonecrest Advisors, INC., based in San Juan, PR, with 32 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 383 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stonecrest Advisors manages investment portfolios for a fee based on a percentage of the assets in your account, ranging from 0.50% up to 2.0% annually. This fee covers portfolio management, transaction costs, and custodial costs. The fee is billed monthly in advance, based on the market value of assets on the last day of the previous month. The advisory fee is negotiable depending on individual client circumstances.
Location
1369 Ashford Ave, San Juan, PR, 00907
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sean owns real estate through MMM Properties LLC, and manages real estate properties as President of PR Investors Group LLC and 526 La Merced LLC. He also works as an insurance agent for Stonecrest Partners of Puerto Rico, selling life, fixed, and variable annuities a few hours per week, and is an investment advisor for Stonecrest Advisors, Inc, dedicating about half of his time to this role.
Employment History
Current Registrations
Stonecrest Advisors, INC.
Stonecrest Capital Markets, INC.Broker
Previous Registrations
Oriental Financial Services LLCBroker
State Registrations3 states
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