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Francisco Javier Landivar

Investment adviser representative at Stonecrest Advisors, Inc.
21 yearsExperience
2 statesRegistered in
$398.8MFirm assets
3 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

21 years in the industry.

  1. Stonecrest Advisors, Inc.Nov 2025 to now
  2. Stonecrest Capital Markets, Inc.Nov 2025 to now
  3. UBS Financial Services IncSep 2005 to Nov 2025

Exams passed

  • Series 66 · Uniform Combined State Law2005

State registrations

Registered as an investment adviser representative in 2 states (PR, TX).

Stonecrest Advisors, Inc.

$398.8MAssets managed
477Clients
20Advisers
3 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2784555
Firm CRD
142095
Advisor's SEC record (opens in a new tab)
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