Stonebridge Advisors, LLC

Stonebridge Advisors, LLC (CRD# 128217) is a financial advisory firm headquartered in Birmingham, AL. They manage $62,200,000 in 105 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    105
    ACCOUNTS
  • Average Account Value
    $592,381
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL

Financial Advisors at Stonebridge Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Reuben F. Stewart
CRD#: 2416784
1800 Providence Park, Suite 250, Birmingham, AL 35242
93
Wealthminder
score

Reuben Stewart (CRD# 2416784) is an Investment Advisor Representative working at Stonebridge Advisors, LLC in Birmingham, AL and has over 22 years of experience in the finance industry.

2
James M. Burnett
CRD#: 4701527
1800 Providence Park Rd., Suite 250, Birmingham, AL 35242
90
Wealthminder
score

James Burnett (CRD# 4701527) is an Investment Advisor Representative working at Stonebridge Advisors, LLC in Birmingham, AL and has 1 year of experience in the finance industry. James Burnett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
James W. Conrad
CRD#: 4701529
1800 Providence Park, Suite 250, Birmingham, AL 35242
90
Wealthminder
score

James Conrad (CRD# 4701529) is an Investment Advisor Representative working at Stonebridge Advisors, LLC in Birmingham, AL and has 1 year of experience in the finance industry. James Conrad has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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