Francisco Landivar
Francisco Landivar is a registered investment advisor at Stonecrest Advisors, INC., based in San Juan, PR, with 20 years of industry experience. Francisco is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 477 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0.50% up to 2.0% annually and are negotiable depending on individual client circumstances.
Fee Estimator
Location
1369 Ashford Ave, AC Hotel Mezzanine Level, San Juan, PR, 00907
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2024Customer Dispute
February 2024Other 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.
Employment History
Current Registrations
Stonecrest Advisors, INC.
Stonecrest Capital Markets, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services Incorporated of Puerto RicoBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Roberto CastellviStonecrest Advisors, INC.
- Carlos GraciaStonecrest Advisors, INC.
- Rebecca Beltran, CFPStonecrest Advisors, INC.
- Luis Morales, CFP, ChFCMML Investors Services, LLC
- Andres Morgado, CFP, PFSKovack Advisors, INC.
- Lourdes Corujo-Ramsey, ChFCOsaic Wealth, INC.