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Federico Cardona

Stonecrest Advisors, INC.
13 Years of Experience
Guaynabo, PR
1 DisclosureBroker
View SEC Summary
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Federico Cardona is a registered investment advisor at Stonecrest Advisors, INC., based in Guaynabo, PR, with 13 years of industry experience. Federico is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 477 clients with $400M in assets under management.

Stonecrest Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
477 clients
Average Client Portfolio
$836K average
Assets Under Management
$398.8M

Fee Structure

Minimum Investment:$20K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range from 0.50% up to 2.0% annually and are negotiable depending on individual client circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

475 Calle C, Suite 507, Guaynabo, PR, 00969

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History

Regulatory History (1)
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Regulatory
July 2025
Final
View Full SEC ReportHow to Read Disclosures
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 · 4 yrs
Stonecrest Capital Markets, INC.Broker
October 2022 - Present · 4 yrs
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

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.

Exams
No exam information available for this advisor.
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