Roberto Jose Pineda castellvi
Investment adviser representative at Stonecrest Advisors, Inc.
12 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
12 years in the industry.
- Stonecrest Advisors, Inc.Jan 2020 to now
- Stonecrest Capital Markets, Inc.Jan 2020 to now
- Hj SimsAug 2014 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 4971653
- Firm CRD
- 142095