DW
DW

David Weibel

16 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
383 clients
Average Client Portfolio
$405K average
Assets Under Management
$155.3M

Fee Structure

Financial Planning:Investment management only
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Location

300 West 6th Street, Suite 1550, Austin, TX, 78701-4666

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

David is the chairman and part owner of Stonecrest Partners of Puerto Rico, executive officer of Stonecrest Advisors and Stonecrest Capital Markets, partner at Stonecrest Investment Management (taking nearly full-time), and indirect owner of Winlo Management Group LLC. He holds various executive positions within investment-related firms.

Employment History
Current Registrations
Stonecrest Advisors, INC.
February 2017 - Present · 9 yrs
Stonecrest Capital Markets, INC.Broker
January 2015 - Present · 11 yrs 1 mo
Previous Registrations
Clearview Trading Advisors, INC.Broker
July 2014 - November 2014 · 4 mos
Tejas Securities Group, INC.Broker
August 2009 - July 2014 · 4 yrs 11 mos
State Registrations7 states
CACOFLMANYPRTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.