FC
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Federico Cardona

12 Years of Experience
2 DisclosuresBroker
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 (2)
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Regulatory
July 2025
Final
Judgment / Lien
January 2025
Other Business Activities

Federico is an Investment Advisor Representative at Stonecrest Advisors, Inc., dedicating full-time hours to this role. He also owns a personal holdings company, a real estate development company, and has a small ownership stake in a family real estate business, spending minimal time on each.

Employment History
Current Registrations
Stonecrest Advisors, INC.
October 2022 - Present · 3 yrs 4 mos
Stonecrest Capital Markets, INC.Broker
October 2022 - Present · 3 yrs 4 mos
Previous Registrations
Morgan Stanley
March 2021 - October 2022 · 1 yr 7 mos
Morgan StanleyBroker
March 2021 - October 2022 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2013 - March 2021 · 7 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2013 - March 2021 · 7 yrs 11 mos
State Registrations4 states
FLGANYPR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Federico Cardona - Financial Advisor | TrueAdvisor