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Pedro Gonzalez Caldas

Stonecrest Advisors, INC.
27 Years of Experience
BrokerSells Insurance
View SEC Summary
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

1369 Ashford Avenue, AC Hotel Mezzanine Level, San Juan, PR, 00907

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Pedro is a real estate agent and an investment advisor. He also works as an insurance agent for Stonecrest Partners of Puerto Rico.

Employment History
Current Registrations
Stonecrest Advisors, INC.
July 2019 - Present · 6 yrs 7 mos
Stonecrest Capital Markets, INC.Broker
June 2019 - Present · 6 yrs 8 mos
Previous Registrations
Herbert J. Sims Capital Management, INC.
July 2016 - July 2019 · 3 yrs
Herbert J. Sims & CO, INC.Broker
September 2013 - July 2019 · 5 yrs 10 mos
Oriental Financial Services CORP.Broker
August 2013 - October 2013 · 2 mos
Ofs Securities, INC.Broker
January 2000 - August 2013 · 13 yrs 7 mos
Dean Witter Reynolds INC.Broker
September 1998 - November 1999 · 1 yr 2 mos
State Registrations6 states
FLGANCPAPRTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.