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Gabriel J Lopez Sanchez

Investment Adviser Representative at Stonecrest Advisors, Inc.

Guaynabo, PRCRD #7387990Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Gabriel J. Lopez Sanchez is an investment adviser representative with Stonecrest Advisors, Inc. in Guaynabo, PR, where they have been registered since 2022. They have worked in the securities industry since 2021 and were previously registered with Morgan Stanley. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida, New York, and Puerto Rico.

Office

475 Calle C, Suite 507
Guaynabo, PR 00969

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida, New York, Puerto Rico
Broker:
6 states and territories

California, Florida, Georgia, Missouri, New York, Puerto Rico

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/28/2021
Series 7
General Securities Representative Examination
Passed 7/24/2021
SIE
Securities Industry Essentials Examination
Passed 5/12/2021

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Stonecrest Advisors, Inc.Current
10/21/2022 – Guaynabo, PR
Morgan Stanley
10/29/2021 – 10/26/2022Orlando, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Morgan Stanley
    Jun 2021 – Oct 2022Orlando, FL
  2. Deloitte
    Feb 2021 – May 2021San Juan, PR
  3. Abarca Health
    Aug 2019 – Jan 2021San Juan, PR
  4. First Bank Puerto Rico
    Sep 2018 – Jul 2019San Juan, PR
  5. Capgemini
    Apr 2017 – Aug 2018Boston, MA
  6. Accenture
    Jan 2015 – Apr 2017Boston, MA
  7. Morgan Stanley Private Bank, N.A
    Jun 2022 – Oct 2022New York, NY
  8. Stonecrest Capital Markets, Inc.
    Oct 2022 – no end date reportedSan Juan, PR
  9. Stonecrest Advisors, Inc.
    Oct 2022 – no end date reportedSan Juan, PR
  10. Wild Horses LLC
    Dec 2025 – no end date reportedGuaynabo, PR
  11. Opus Miramar
    Jan 2026 – no end date reportedGuaynabo, PR
  12. Hotel Distrito
    Jan 2026 – no end date reportedGuaynabo, PR

Official records & sources

Data as of August 11, 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.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers
Firm areas of expertise
Wealth ManagementInvestment AdvisoryIndependent Financial ServicesAlternative Investments1031 DST ExchangeFamily OfficeInternational DivisionPuerto RicoInstitutional TradingFee-based AdvisoryHigh Net Worth+1 more

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

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 profile

Other advisors at Stonecrest Advisors, Inc.

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gabriel J Lopez Sanchez 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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