Rebecca E. Feliciano Beltran
STONECREST ADVISORS
San Juan, PR 00907
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CRD#: 4090412
Professional summary
Rebecca Esther Feliciano Beltran, CFP®, who also goes by Rebecca Esther Feliciano, is a registered financial advisor currently at STONECREST ADVISORS, INC. located in San Juan, and STONECREST CAPITAL MARKETS, INC. located in San Juan, .
Rebecca is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Rebecca has worked at 9 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rebecca Esther Feliciano
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.
1. Rodan + Fields skincare, 60 Spear St, Ste. 600 San Francisco, California 94105, NATURE OF BUSINESS: skincare programs, POSITION: Independent consultant. NATURE OF FINANCIAL INTEREST: $150.00 PER activity, 2. Stonecrest Advisors; Investment related: Yes; Address: 1369 Ashford Ave San Juan, PR 00907; Nature: Investment Adviser; Position: Investment Adviser; Start Date: 05/18; Hours/month: 20; During Trading Hours: 20; Duties: Investment Adviser. 3. Stonecrest Partners of Puerto Rico; Investment related: No; Address: 1369 Ashford Ave San Juan, PR 00907; Nature: Insurance Agency; Position: Insurance Agent; Start Date: 08/18; Hours/month: varies; During Trading Hours: varies; Duties: Insurance Agent. 4. Olive Tree People, Not Investment Related,401 Wilshire Blvd., 12th Floor, Santa Monica, CA, 90401, United States, Cosmetics-Wellness, Independent Consultant,1/1/2025,10 hours per month,1 hour per month during trading hours, Commission Compensation, Consultant for the holistic line of wellness products.
CRS (Client Relationship Summary) - RIA
Click below to view Rebecca Esther Feliciano Beltran's 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®
CFP®
Start date: 2005
Experience
Current
May 8, 2018 - Present
STONECREST ADVISORS, INC.
Office #1: 1369 Ashford Avenue Ac Hotel Mezzanine Level, San Juan, PR 00907RIA
CRD#: 142095
San Juan, PR
Current
March 6, 2018 - Present
STONECREST CAPITAL MARKETS, INC.
Office #1: 1369 Ashford Avenue Ac Hotel Mezzanine Level, San Juan, PR 00907BD
CRD#: 39616
SAN JUAN, PR
Past
October 10, 2017 - March 7, 2018
FSAM LLC
RIA
CRD#: 287851
ALPHARETTA, GA
Past
August 7, 2017 - February 26, 2018
FIRST SOUTHERN SECURITIES, LLC.
BD
CRD#: 153133
GUAYNABO, PR
Past
August 7, 2017 - March 7, 2018
FIRST SOUTHERN, LLC
BD
CRD#: 282756
GUAYNABO, PR
Past
June 13, 2009 - July 26, 2017
SANTANDER SECURITIES LLC
BD
CRD#: 41791
San Juan, PR
Past
May 12, 2008 - June 8, 2009
POPULAR SECURITIES, LLC
BD
CRD#: 8096
SAN JUAN, PR
Past
November 15, 2006 - March 1, 2007
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
SAN JUAN, PR
Past
November 15, 2006 - July 16, 2007
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO
BD
CRD#: 13042
SAN JUAN, PR
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".
SA
STONECREST ADVISORS, INC.
ASHTON STEWART WEALTH MANAGEMENT INC. | STONECREST PARTNERS | STONECREST ADVISORS, INC. | SCHILD INVESTMENT ADVISORS, INC. | REDWINE & COMPANY INC | BHS ADVISORY GROUP INC.
CRD#: 142095 / SEC#: 801-128386
RIA
Registered Investment Advisory firm - (7/21/2023 Approved)California
Registered Investment Advisory firm - (6/7/2019 Terminated)District of Columbia
Registered Investment Advisory firm - (8/7/2023 Terminated)Florida
Registered Investment Advisory firm - (8/7/2023 Terminated)New Jersey
Registered Investment Advisory firm - (8/10/2023 Terminated)New York
Registered Investment Advisory firm - (8/7/2023 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/7/2023 Terminated)Puerto Rico
Registered Investment Advisory firm - (8/7/2023 Terminated)Texas
Registered Investment Advisory firm - (8/7/2023 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(3/6/2018)
IAR
Florida(12/16/2020)
RR
Puerto Rico(3/6/2018)
IAR
Puerto Rico(5/8/2018)
RR
Texas(1/9/2019)
IAR
Texas(11/19/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SA
STONECREST ADVISORS, INC.
ASHTON STEWART WEALTH MANAGEMENT INC. | STONECREST PARTNERS | STONECREST ADVISORS, INC. | SCHILD INVESTMENT ADVISORS, INC. | REDWINE & COMPANY INC | BHS ADVISORY GROUP INC.
CRD#: 142095 / SEC#: 801-128386
RIA
Registered Investment Advisory firm - (7/21/2023 Approved)California
Registered Investment Advisory firm - (6/7/2019 Terminated)District of Columbia
Registered Investment Advisory firm - (8/7/2023 Terminated)Florida
Registered Investment Advisory firm - (8/7/2023 Terminated)New Jersey
Registered Investment Advisory firm - (8/10/2023 Terminated)New York
Registered Investment Advisory firm - (8/7/2023 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/7/2023 Terminated)Puerto Rico
Registered Investment Advisory firm - (8/7/2023 Terminated)Texas
Registered Investment Advisory firm - (8/7/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
300 West 6th Street Suite 1550, Austin, TX 78701-4666
Mailing Address
Phone number
(866) 342-1069
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 383 |
| AUM (Assets Under Management) | $ 155,297,658 |
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.
