Francisco Javier Landivar

Stonecrest Advisors, INC.

19 Years of Experience

2 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment Management

Stonecrest Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

19 advisors

Number of Clients

383 clients

Average Client Portfolio

$405K average

Assets Under Management

$155.3M

Fee Structure

Financial Planning:Investment management only

Location

250 Munoz Rivera Avenue, San Juan, PR, 00918

Get directions

History

Regulatory History (2)

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 2024

Settled

Customer Dispute

February 2024

Pending

View Full SEC Report How to Read Disclosures

Other Business Activities

Francisco is a member of a committee with management/supervisor functions for the Palmas del Mar Homeowners Association, a non-profit corporation. He serves as a community leader and participates beyond the meetings of the Board of Directors.