Cristina Raft

STONE OAK WEALTH MANAGEMENT

San Antonio, TX 78259

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CRD#: 1831026

Professional summary

Cristina Raft, who also goes by Cristina Mcclellan, Maria Cristina Mcclellan, Maria Cristina Mcclellan, Maria Cristina Raft, Maria Cristina Raft, Cristina Torres, Maria Cristina Torres, Maria Cristina Torres, is a registered financial advisor currently at STONE OAK WEALTH MANAGEMENT, LLC located in San Antonio, Texas.

Cristina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Cristina has worked at 9 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cristina Raft's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 9, 2018 - Present

STONE OAK WEALTH MANAGEMENT, LLC

Office #1: 19026 Ridgewood Parkway Suite 134, San Antonio, TX 78259

RIA

CRD#: 288217

San Antonio, TX

Past

July 19, 2016 - July 2, 2018

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

SAN ANTONIO, TX

Past

June 29, 2016 - July 2, 2018

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

SAN ANTONIO, TX

Past

October 20, 2014 - November 19, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SAN ANTONIO, TX

Past

October 20, 2014 - November 19, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SAN ANTONIO, TX

Past

March 5, 2009 - September 19, 2014

WFG ADVISORS, LP

RIA

CRD#: 125073

SAN ANTONIO, TX

Past

January 10, 2007 - August 27, 2008

THE QUANTITATIVE GROUP, L.P.

RIA

CRD#: 136184

SAN ANTONIO, TX

Past

October 23, 2006 - September 19, 2014

WFG INVESTMENTS, INC.

CRD#: 22704

SAN ANTONIO, TX

Past

May 12, 2005 - October 20, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SAN ANTONIO, TX

Past

May 12, 2005 - October 20, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SAN ANTONIO, TX

Past

July 1, 2003 - April 29, 2005

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SAN ANTONIO, TX

Past

July 1, 2003 - April 29, 2005

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

January 11, 1999 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA

CRD#: 7471

SAN ANTONIO, TX

Past

January 10, 1999 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

March 9, 1998 - November 6, 1998

STOCKCROSS FINANCIAL SERVICES, INC.

CRD#: 6670

BEVERLY HILLS, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STONE OAK WEALTH MANAGEMENT, LLC

STONE OAK WEALTH MANAGEMENT | STONE OAK WEALTH MANAGEMENT, LLC

CRD#: 288217 / SEC#: 801-118782

RIA

Registered Investment Advisory firm - (5/26/2020 Approved)

Texas

Registered Investment Advisory firm - (7/13/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(7/9/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/11/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/2/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/5/1998

General Securities Representative Examination

Current Firm

STONE OAK WEALTH MANAGEMENT, LLC

STONE OAK WEALTH MANAGEMENT | STONE OAK WEALTH MANAGEMENT, LLC

CRD#: 288217 / SEC#: 801-118782

RIA

Registered Investment Advisory firm - (5/26/2020 Approved)

Texas

Registered Investment Advisory firm - (7/13/2020 Terminated)

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Contact information

Main Address

19026 Ridgewood Parkway Suite 134, San Antonio, TX 78259

Mailing Address

Phone number

(210) 339-2707

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STONE OAK WEALTH MANAGEMENT ADV 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts	943
AUM (Assets Under Management)	$ 338,591,040

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Cristina Raft

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cristina Raft's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WFG ADVISORS, LP

THE QUANTITATIVE GROUP, L.P.

WFG INVESTMENTS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

PRUDENTIAL EQUITY GROUP, LLC

STOCKCROSS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

STONE OAK WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/11/1998

SIE

Date: 7/2/2018

Series 7

Date: 3/5/1998

Current Firm

STONE OAK WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STONE OAK WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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