Carlos Andres Rodriguez De Gracia
Investment Adviser Representative at Stonecrest Advisors, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Carlos Andres Rodriguez De Gracia is an investment adviser representative with Stonecrest Advisors, Inc. in San Juan, PR, where they have been registered since 2022. They have worked in the securities industry since 2005 and have been registered with 5 firms, including Herbert J. SIMS & Co, Inc. and UBS Financial Services Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida and Puerto Rico.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Puerto Rico
- Broker:
2 states and territories
Florida, Puerto Rico
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- HJ SIMSAug 2014 – Jan 2020Guaynabo, PR
- Stonecrest Capital Markets, Inc.Jan 2020 – no end date reportedSan Juan, PR
- Stonecrest Advisors, Inc.Jan 2022 – no end date reportedAustin, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Stonecrest Advisors, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $20,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Full-service, fee-based investment advisory and wealth management solutions; a flexible investment platform providing access to broad markets and asset managers; securities brokerage through an introducing broker-dealer on the Pershing platform; and alternative investment products including real estate 1031 DST (Delaware Statutory Trust) exchanges.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 20
- Offices listed on AdvisorFinder:
- 6
- Main office:
- Austin, TX
- SEC file number:
- 801-128386
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 16, 2026
View full firm profileOther advisors at Stonecrest Advisors, Inc.
Showing 12 of 20 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Carlos Andres Rodriguez De Gracia has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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