Roberto Castellvi
Roberto Castellvi is a registered investment advisor at Stonecrest Advisors, INC., based in San Juan, PR, with 20 years of industry experience. Roberto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 383 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stonecrest Advisors manages investment portfolios for a fee based on a percentage of the assets in your account, ranging from 0.50% up to 2.0% annually. This fee covers portfolio management, transaction costs, and custodial costs. The fee is billed monthly in advance, based on the market value of assets on the last day of the previous month. The advisory fee is negotiable depending on individual client circumstances.
Location
1369 Ashford Ave, AC Hotel Mezzanine Level, San Juan, PR, 00907
Get directionsHistory
Regulatory History (27)
Customer Dispute
May 2025Customer Dispute
October 2019Customer Dispute
October 2019Customer Dispute
October 2019Customer Dispute
August 2019Customer Dispute
July 2019Customer Dispute
July 2019Customer Dispute
June 2019Customer Dispute
July 2018Customer Dispute
October 2017Customer Dispute
July 2017Customer Dispute
February 2017Customer Dispute
March 2016Customer Dispute
December 2015Customer Dispute
November 2015Customer Dispute
September 2015Customer Dispute
September 2015Customer Dispute
September 2015Customer Dispute
June 2015Customer Dispute
December 2014Customer Dispute
November 2014Customer Dispute
October 2014Customer Dispute
July 2014Customer Dispute
July 2014Customer Dispute
May 2014Customer Dispute
February 2014Customer Dispute
March 2009Other Business ActivitiesSells Insurance
Roberto is an insurance agent at Stonecrest Partners of Puerto Rico since 2019. He is also an investment advisor at Stonecrest Advisors, but dedicates no time to this role.
Employment History
Current Registrations
Stonecrest Advisors, INC.
Stonecrest Capital Markets, INC.Broker
Previous Registrations
Stonecrest Advisors, INC.
Herbert J. Sims Capital Management, INC.
Herbert J. Sims & CO, INC.Broker
UBS Financial Services INC.Broker
UBS Financial Services Incorporated of Puerto RicoBroker
Oriental Financial Services CORP.Broker
State Registrations2 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.