Southbridge Advisors, LLC

Southbridge Advisors, LLC (CRD# 306075) is a financial advisory firm headquartered in Marieta, GA. They manage $303,050,000 in 620 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
533 Johnson Ferry Road, Suite 200, Marieta, GA 30068
http://www.southbridgeadv.com
By the Numbers
  • Total Assets Under Management
    303
    MILLION
  • Total Number of Accounts
    620
    ACCOUNTS
  • Average Account Value
    $488,790
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, LA, OH, SC, TX

Financial Advisors at Southbridge Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Louis Brown, financial advisor Marieta GA
Louis J. Brown
CRD#: 4314871
533 Johnson Ferry Road, Suite 200, Marieta, GA 30068

Louis Brown (CRD# 4314871) is an Investment Advisor Representative working at Southbridge Advisors, LLC in Marieta, GA and has over 23 years of experience in the finance industry.

2
Robert Donnell, financial advisor Marieta GA
Robert Y. Donnell
CRD#: 4497748
533 Johnson Ferry Road, Suite 200, Marieta, GA 30068

Robert Donnell (CRD# 4497748) is an Investment Advisor Representative working at Southbridge Advisors, LLC in Marieta, GA and has over 22 years of experience in the finance industry.

3
Michael Fields, financial advisor Marieta GA
Michael T. Fields
CRD#: 4158904
533 Johnson Ferry Road, Suite 200, Marieta, GA 30068

Michael Fields (CRD# 4158904) is an Investment Advisor Representative working at Southbridge Advisors, LLC in Marieta, GA and has over 23 years of experience in the finance industry.

4
George Richerson, financial advisor Marieta GA
George W. Richerson
CRD#: 5387482
533 Johnson Ferry Road, Suite 200, Marieta, GA 30068

George Richerson (CRD# 5387482) is an Investment Advisor Representative working at Southbridge Advisors, LLC in Marieta, GA and has over 16 years of experience in the finance industry.

5
Jerold Sniderman, financial advisor Marieta GA
Jerold M. Sniderman
CRD#: 1170018
533 Johnson Ferry Road, Suite 200, Marieta, GA 30068

Jerold Sniderman (CRD# 1170018) is an Investment Advisor Representative working at Southbridge Advisors, LLC in Marieta, GA and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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