Rebecca Beltran
Rebecca Beltran is a CFP-designated registered investment advisor at Stonecrest Advisors, INC., based in San Juan, PR, with 19 years of industry experience. Rebecca 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 Avenue, AC Hotel Mezzanine Level, 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
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.
Stonecrest Capital Markets, INC.Broker
Previous Registrations
Fsam LLC
First Southern, LLCBroker
First Southern Securities, LLC.Broker
Santander Securities LLCBroker
Popular Securities, INC.Broker
UBS Financial Services Incorporated of Puerto RicoBroker
UBS Financial Services INC.Broker
State Registrations3 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
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