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Abi Gatenio

Investment adviser representative at Stonecrest Advisors, Inc.
20 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

20 years in the industry.

  1. Stonecrest Advisors, Inc.Feb 2022 to now
  2. Stonecrest Capital Markets, Inc.Feb 2022 to now
  3. Gc Group Capital LLC dba Global Capital GroupOct 2020 to Feb 2022
  4. Tigress Financial Partners, LLCOct 2020 to Feb 2022
  5. Gc Group Capital LLC dba Global Capital GroupNov 2017 to Sep 2020
  6. Millenium Capital MarketsApr 2006 to Oct 2017

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (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
6900437
Firm CRD
142095
Advisor's SEC record (opens in a new tab)
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