Pedro Caldas is a registered investment advisor at Stonecrest Advisors, INC., based in San Juan, PR, with 27 years of industry experience. Pedro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 383 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stonecrest Advisors manages investment portfolios for a fee based on a percentage of the assets in your account, ranging from 0.50% up to 2.0% annually. This fee covers portfolio management, transaction costs, and custodial costs. The fee is billed monthly in advance, based on the market value of assets on the last day of the previous month. The advisory fee is negotiable depending on individual client circumstances.
Location
1369 Ashford Avenue, AC Hotel Mezzanine Level, San Juan, PR, 00907
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Pedro is a real estate agent and an investment advisor. He also works as an insurance agent for Stonecrest Partners of Puerto Rico.
Employment History
Current Registrations
Stonecrest Advisors, INC.
Stonecrest Capital Markets, INC.Broker
Previous Registrations
Herbert J. Sims Capital Management, INC.
Herbert J. Sims & CO, INC.Broker
Oriental Financial Services CORP.Broker
Ofs Securities, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.