Adviser and broker representative · Stonecrest Advisors, Inc.

Carlos A. Rodriguez De Gracia

CRD 4888179 · San Juan, PR

At a glance

Carlos A. Rodriguez De Gracia is an investment adviser representative with Stonecrest Advisors, Inc. in San Juan, PR, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Carlos’s SEC record dates to 2022, about 4 years ago. Carlos is also registered as a broker representative.

Current advisory firm

Stonecrest Advisors, Inc.Since May 2022San Juan, PR · $399M in regulatory assets

SEC adviser record

Registered since: 2022 (4 years)
Designations: None on file
Exams: Series 63, Series 65
Registered in: 2 states
Also a broker representative: Yes
Disclosures on record: Yes, see the SEC record

AtlasMembers

Carlos’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: Locked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

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