RB
CFP
RB
CFP

Rebecca Esther Feliciano Beltran

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
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
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Location

300 West 6th Street, Suite 1550, Austin, TX, 78701-4666

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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

Rebecca is an independent consultant for Rodan + Fields skincare. She is also an investment advisor with Stonecrest Advisors, dedicating about 10-20% of her time, and an insurance agent with Stonecrest Partners of Puerto Rico.

Employment History
Current Registrations
Stonecrest Advisors, INC.
May 2018 - Present · 7 yrs 9 mos
Stonecrest Capital Markets, INC.Broker
March 2018 - Present · 7 yrs 11 mos
Previous Registrations
Fsam LLC
October 2017 - March 2018 · 5 mos
First Southern, LLCBroker
August 2017 - March 2018 · 7 mos
First Southern Securities, LLC.Broker
August 2017 - February 2018 · 6 mos
Santander Securities LLCBroker
June 2009 - July 2017 · 8 yrs 1 mo
Popular Securities, INC.Broker
May 2008 - June 2009 · 1 yr 1 mo
UBS Financial Services Incorporated of Puerto RicoBroker
November 2006 - July 2007 · 8 mos
UBS Financial Services INC.Broker
November 2006 - March 2007 · 4 mos
State Registrations3 states
FLPRTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.