Independent Financial Services
Founded by institutional traders, we built Stonecrest to move capital where it matters. Whether across U.S. or international markets, our platform connects you to the markets that count.
Across Every Market
Some firms pick a lane: domestic or international, retail or institutional. Stonecrest was built to work across these markets, giving advisors the flexibility to serve clients based on their needs without being restricted by a rigid platform.
We serve clients across the United States, Puerto Rico, and other U.S. territories through a flexible, independent investment platform.
With access to a broad range of markets and strategies, Stonecrest removes the constraints of traditional firms while maintaining institutional strength through BNY Pershing, where all client assets are held and cleared.
Areas of Operation
Stonecrest's reach spans the U.S., Puerto Rico, Latin America and other key international markets, giving investment professionals the room to grow a practice that isn't confined by geography.
Advisory, Without the Strings Attached
Stonecrest Advisors, Inc. is a full-service, fee-based investment advisory firm providing creative wealth management solutions for advisors and their clients. We offer a true open-architecture platform: a broad universe of asset managers, strategies, and investment vehicles, free from the proprietary product pressure that comes with the institutional shops. We work with you to build the portfolio you actually need.
Brokerage That Moves at the Speed of the Market
Through Stonecrest Capital Markets, Inc., registered representatives get full-service brokerage backed by serious infrastructure: equities, fixed income, alternatives, and structured products, all cleared and held through BNY Pershing. Flexibility on the front end. Stability on the back end.
Insurance and Annuity Products
We partner with the most trusted Insurance companies in the industry to provide solutions that work for you and your family. From fixed and variable annuities to universal and variable life, our team will help guide you through the process to create an insurance portfolio tailored to you. With a deep understanding of insurance products specific to Puerto Rico, along with capabilities across the U.S., we provide personalized service and expertise to help you achieve your goals.
Enhanced Tax Savings with Puerto Tax Credits
Our Tax Credit Trading team brings more than 40 years of combined experience and brokers more than $150 million in tax credits annually. We work with both buyers and sellers to ensure seamless, efficient transactions for tax credits generated under Puerto Rico's Act 60.
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We help accredited investors preserve and build wealth through 1031 Exchange strategies and the added advantages of Delaware Statutory Trusts, helping you keep your investment working long after the property changes hands.
Our International Division serves clients and advisors across Latin America, Europe, and beyond.
With deep experience in international markets, we understand the regulatory landscape, the currency considerations, and the cultural nuances that come with cross-border wealth – all supported by the operational infrastructure needed to navigate international markets with confidence.
Areas of Operation
Stonecrest’s reach spans the U.S., Puerto Rico, Latin America and other key international markets, giving advisors the room to grow a practice that isn’t confined by geography.
Brokerage That Moves at the Speed of the Market
The International Division of Stonecrest Capital Markets Inc. is led by a dedicated team of professionals with over 60+ years of combined experience serving non-U.S. clients. This expertise translates into more efficient, personalized service attending to the specific needs of offshore investors. Stonecrest offers a robust suite of offshore funds, UCITS, global and U.S. equities, sovereign debt and structured products. All supported by the strength of BNY Pershing custody and clearing.
Advisory, Without the Strings Attached
Stonecrest Advisors, Inc. is a full-service, fee-based investment advisory firm providing creative wealth management solutions for advisors and their clients. We offer a true open-architecture platform: a broad universe of asset managers, strategies, and investment vehicles, free from the proprietary product pressure that comes with the institutional shops. We work with you to build the portfolio you actually need.
Regional Expertise, Global Perspective
Our goal is simple: handle the operational and trading demands so advisors can spend less time behind a desk and more time building relationships with their clients and building their portfolios. Our dedicated teams are experts in account administration, AML and compliance, and trading and execution - creating a powerful platform for independent advisors serving international clients.
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Whether you're just starting out, have 50 years of market experience or are just looking for investment guidance, Stonecrest gives you the flexibility, expertise, and support to move forward with confidence.
