Stonecrest Capital Markets, Inc.

Broker-DealerFINRA MemberEst. 1996
Total AUM
—
Advisory reps
42
Avg account
$0

Firm details

Headquarters
Austin, Texas
CRD number
39616
Registered since
February 15, 1996

Firm profile

FINTRX

Overview

Stonecrest Capital Markets, Inc. is organized as a corporation and is listed as SEC-registered since 1996. FINTRX classifies the firm as unclassified and indicates ownership ties to a domestic entity and an individual. The firm does not identify itself as a capital allocator, is not active on ESG investing, and is not designated as a multi-state or newly formed adviser. FINTRX records do not include details on the firm’s advisory activities, fee structure, client types, or business lines.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Paula Heffron

    Paula Heffron

    Chief Compliance OfficerCRD 4901921

  • David Jones

    COOCRD 4915605

  • John Randolph

    John Randolph

    Managing Partner and Chief Executive OfficerCRD 1848519

Unlock 1 more executives →

Contacts

3 of 38
  • David Weibel

    David Weibel

    Co-Founder and ChairmanCRD 5688056

  • Rebecca Feliciano Beltran

    Rebecca Feliciano Beltran

    Vice President, InvestmentsCRD 4090412

  • Federico Cardona

    Senior Vice PresidentCRD 6170765

Unlock 35 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
300 W 6th St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth