Pedro Gonzalez caldas
Investment adviser representative at Stonecrest Advisors, Inc.
13 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
13 years in the industry.
- Stonecrest Advisors, Inc.Jun 2019 to now
- Stonecrest Capital Markets IncJun 2019 to now
- Herbert J Sims & CoSep 2013 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (PA, PR).
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
- 3085088
- Firm CRD
- 142095