AF
AF

Adrian Andres Fernandez

8 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

Adrian works as a real estate agent for Prime Realty Group and a sales consultant for AC Warehouse LLC, dedicating a few hours per week and about 10-20% of his time, respectively. Adrian is also an insurance agent for Stonecrest Partners of Puerto Rico, with varying hours.

Employment History
Current Registrations
Stonecrest Advisors, INC.
July 2020 - Present · 5 yrs 7 mos
Stonecrest Capital Markets, INC.Broker
August 2019 - Present · 6 yrs 6 mos
Previous Registrations
Herbert J. Sims Capital Management, INC.
March 2017 - August 2019 · 2 yrs 5 mos
Herbert J. Sims & CO, INC.Broker
December 2016 - August 2019 · 2 yrs 8 mos
State Registrations1 state
PR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.