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CFA

Edward Pius Kasperavich

Stonecrest Advisors, INC.
20 Years of Experience
1 DisclosureBroker
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

Hillsdale, NJ

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History

Regulatory History (1)
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Customer Dispute
February 2024
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Edward is an investment adviser at Stonecrest Advisors, dedicating about 10-20% of his time, including during trading hours. He also owns AKTT Financial Group LLC, handling payroll and expenses, but spends minimal time on this.

Employment History
Current Registrations
Stonecrest Advisors, INC.
October 2016 - Present · 9 yrs 4 mos
Stonecrest Capital Markets, INC.
September 2016 - Present · 9 yrs 5 mos
Stonecrest Capital Markets, INC.Broker
September 2016 - Present · 9 yrs 5 mos
Previous Registrations
Royal Alliance Associates, INC.Broker
November 2006 - August 2016 · 9 yrs 9 mos
Investment Advisors Asset Management, LLC
February 2006 - August 2016 · 10 yrs 6 mos
Investment Advisors & Consultants, INC.Broker
September 2005 - December 2006 · 1 yr 3 mos
State Registrations12 states
AZCACTDEFLLAMENJNVNYOKPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.