Brian Hogan, financial advisor San Anselmo CA

Brian Hogan

CRD Number: 2982196
Current Firm: Stonebridge Capital Management Nw, LLC

Brian Hogan (CRD# 2982196) is an Investment Advisor Representative working at Stonebridge Capital Management Nw, LLC in San Anselmo, CA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Stonebridge Capital Management Nw, LLC Ruidoso, NM Jan 2009 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S66 NASAA Uniform Combined State Law Examination Oct 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Brian D. Hogan
Phone Number: 253-678-2370
Registered State(s):
  • CA
  • WA
By the Numbers
  • Total Assets Under Management
    39
    MILLIONS
  • Total Number of Accounts
    98
    ACCOUNTS
  • Average Account Value
    $393,552
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, NM, WA

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