Gino Serafini

Stonecrest Advisors, INC.

6 Years of Experience

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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

Centro Financiero Madrid, Nest Coworking, Oficina Q, Piso 1, Las Mercedes, Carcas

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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.

Employment History

Current Registrations

Stonecrest Advisors, INC.

March 2025 - Present · 11 mos

Previous Registrations

Tigress Financial Partners, LLCBroker

October 2017 - May 2022 · 4 yrs 7 mos

Citi International Financial Services LLCBroker

September 2012 - December 2013 · 1 yr 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.