CD
Cristian D. Duntley Chevres
STONECREST ADVISORS
San Juan, PR 00907
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CRD#: 7143043
CD
Professional summary
Cristian David Duntley Chevres, who also goes by Cristian D Duntley, Cristian David Duntley, Cristian D Duntley Chevres, is a registered financial advisor currently at STONECREST ADVISORS, INC. located in San Juan, and STONECREST CAPITAL MARKETS, INC. located in San Juan, .
Cristian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Cristian has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cristian D Duntley | Cristian David Duntley | Cristian D Duntley Chevres
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 Name: Stonecrest Partners of Puerto Rico; Investment related: Yes; Address: 1369 Ashford Ave San Juan, PR 00907; Nature: Insurance Agency; Position: Insurance Agent; Start Date: 02/2022; Hours/month: Varies; During Trading Hours: Varies; Duties: Insurance Agent 2 Stonecrest Advisors, Inc; Investment Related-Yes, 300 W. 6th St. Suite 1520, Austin, TX 7871, Position: Investment Adviser Representative; Start Date 01/2025: Hours: estimated 10 per month, during trading hours. 3) Affiliate Marketing-Capstone Health/Century Health, Not Investment Related, TAMPA, FL, 33629, US, Start Date: 4/29/2025,10 hours per month, 0 hours per month during trading hours, Marketing of FICA tax benefit plan of the ACA. Pays a referral fee-non sales related. This is provided by Capstone Health & Wellness in the US and Century Health in Puerto Rico, both based in Concord, NC.
CRS (Client Relationship Summary) - RIA
Click below to view Cristian David Duntley Chevres'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®
NoneExperience
Current
January 21, 2025 - Present
STONECREST ADVISORS, INC.
Office #1: 1369 Ashford Ave, San Juan, PR 00907RIA
CRD#: 142095
San Juan, PR
Current
July 14, 2021 - Present
STONECREST CAPITAL MARKETS, INC.
Office #1: 1369 Ashford Avenue Ac Hotel Mezzanine Level, San Juan, PR 00907BD
CRD#: 39616
SAN JUAN, PR
Past
August 20, 2020 - July 13, 2021
POPULAR SECURITIES, LLC
BD
CRD#: 8096
SAN JUAN, PR
Past
August 27, 2019 - August 18, 2020
ORIENTAL FINANCIAL SERVICES LLC
BD
CRD#: 29753
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
Puerto Rico(7/14/2021)
IAR
Puerto Rico(1/21/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/21/2019
General Securities Representative ExaminationGeneral Industry/Product 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
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Company Information
STONECREST ADVISORS, INC.
CRD#: 142095San Juan, PR 00907TRUST BUT VERIFY
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