Federico Cardona is a registered investment advisor at Stonecrest Advisors, INC., based in Austin, TX, with 12 years of industry experience. Federico 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
300 West 6th Street, Suite 1550, Austin, TX, 78701-4666
Get directionsHistory
Regulatory History (2)
Regulatory
July 2025Judgment / Lien
January 2025Other Business Activities
Federico is an Investment Advisor Representative at Stonecrest Advisors, Inc., dedicating full-time hours to this role. He also owns a personal holdings company, a real estate development company, and has a small ownership stake in a family real estate business, spending minimal time on each.
Employment History
Current Registrations
Stonecrest Advisors, INC.
Stonecrest Capital Markets, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations4 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.