David Weibel
Investment adviser representative at Stonecrest Advisors, Inc.
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Winlo Management Group LLCAug 2022 to now
- Stonecrest Investment ManagementJul 2021 to now
- Stonecrest Partners of Puerto RicoJun 2018 to now
- Stonecrest Advisors, Inc.Oct 2016 to now
- Stonecrest Capital Markets, Inc.Jan 2015 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5688056
- Firm CRD
- 142095