Stonecrest Partners is a boutique independent financial services enterprise that includes sister companies Stonecrest Capital Markets, Inc. and Stonecrest Advisors, Inc.
Built on a foundation of personalized service and trust, the firm is focused on achieving superior results for our retail and institutional clients.
Founded by institutional traders, Stonecrest Partners is a privately held company, allowing greater flexibility for both clients and advisors.
Stonecrest Partners is based in Austin, Texas, with offices or affiliates in Miami, New York, Ridgewood (NJ), San Antonio, and San Juan, Puerto Rico.
The International Division is based in Miami and San Juan – we are intently focused on keeping a global perspective.
Securities are offered through Stonecrest Capital Markets, Inc., member of FINRA and SIPC. Investment advisory services offered through Stonecrest Advisors, Inc., a registered investment advisor in Austin, Texas.
Stonecrest Partners is built around the Pershing platform. Stonecrest Capital Markets, Inc. is an introducing broker-dealer with Pershing, who executes and clears the Firm’s customer orders and custodies client assets. Pershing LLC, a wholly owned subsidiary of The Bank of New York Mellon Corporation (BNY Mellon), ended September 2020 with $2.0 trillion in global client assets and over $2.0 billion regulatory net capital. Through our affiliation with Pershing, we can provide an array of services to our advisors and their clients.