Paula Kay Heffron
Investment Adviser Representative at Stonecrest Advisors, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Paula Kay Heffron is an investment adviser representative with Stonecrest Advisors, Inc. in Austin, TX, where they have been registered since 2024. They have worked in the securities industry since 2005 and have been registered with 6 firms, including First Citizens Asset Management, Inc and First Citizens Investor Services, Inc. They have passed 10 industry qualification exams, including the Series 7 (general securities representative), Series 24 (general securities principal), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
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:
- Texas
- Broker:
2 states and territories
Texas, Washington
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.
- USAA Financial Advisors, IncMay 2011 – Aug 2019San Antonio, TX
- USAA Investment Management CompanyMay 2011 – Aug 2019San Antonio, TX
- Black INK ConsultingMar 2013 – Mar 2018San Antonio, TX
- First Citizens Investor ServicesAug 2019 – Nov 2024Raleigh, NC
- First Citizens Asset ManagementJan 2021 – Nov 2024Raleigh, NC
- SVB Investment Services, Inc.Jun 2023 – Jan 2024San Francisco, CA
- SVB WealthAug 2023 – Nov 2024Boston, MA
- First Citizens BankApr 2024 – Nov 2024Raleigh, NC
- Stonecrest Capital Markets, Inc.Nov 2024 – no end date reportedAustin, TX
- Stonecrest Advisors, Inc.Nov 2024 – no end date reportedAustin, TX
- Winlo Management Group LLCDec 2024 – 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
Similar advisors in Austin, TX
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Paula Kay Heffron 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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched