Stonebridge Advisors LLC

Stonebridge Advisors LLC (CRD# 134017) is a financial advisory firm headquartered in Wilton, CT. They manage $4,192,222,276 in 3,813 accounts and serve the financial needs of clients across 36 states (or territories).

Current Firm Details
10 Westport Road, Suite C101, Wilton, CT 06897
http://www.stonebridgeft.com
By the Numbers
  • Total Assets Under Management
    4,192
    MILLION
  • Total Number of Accounts
    3,813
    ACCOUNTS
  • Average Account Value
    $1,099,455
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Stonebridge Advisors LLC
Showing 1 - 9 of 9 top financial advisors.
1
John Paulsen, financial advisor Wilton CT
John A. Paulsen
CRD#: 2373882
10 Westport Road, Suite C101, Wilton, CT 06897
96
Wealthminder
score

John Paulsen (CRD# 2373882) is an Investment Advisor Representative working at Stonebridge Advisors LLC in Wilton, CT and has over 23 years of experience in the finance industry.

2
Nanette Fleming, financial advisor Wilton CT
Nanette S. Fleming
CRD#: 4843658
187 Danbury Road, Wilton, CT 06897
93
Wealthminder
score

Nanette Fleming (CRD# 4843658) is an Investment Advisor Representative working at Stonebridge Advisors LLC in Wilton, CT and has over 13 years of experience in the finance industry.

3
Danielle Salters, financial advisor Wilton CT
Danielle V. Salters
CRD#: 5395814
10 Westport Road, Suite C101, Wilton, CT 06897
93
Wealthminder
score

Danielle Salters (CRD# 5395814) is an Investment Advisor Representative working at Stonebridge Advisors LLC in Wilton, CT and has over 10 years of experience in the finance industry.

4
Allen Shepard, financial advisor Wilton CT
Allen D. Shepard
CRD#: 4921547
187 Danbury Road, Wilton, CT 06897
93
Wealthminder
score

Allen Shepard (CRD# 4921547) is an Investment Advisor Representative working at Stonebridge Advisors LLC in Wilton, CT and has over 12 years of experience in the finance industry.

5
Robert Wolf, financial advisor Wilton CT
Robert A. Wolf
CRD#: 4234911
10 Westport Road, Suite C101, Wilton, CT 06897
93
Wealthminder
score

Robert Wolf (CRD# 4234911) is an Investment Advisor Representative working at Stonebridge Advisors LLC in Wilton, CT and has over 16 years of experience in the finance industry.

6
Eric Weaver, financial advisor Wilton CT
Eric D. Weaver
CRD#: 5638073
10 Westport Road, Suite C101, Wilton, CT 06897
89
Wealthminder
score

Eric Weaver (CRD# 5638073) is an Investment Advisor Representative working at Stonebridge Advisors LLC in Wilton, CT and has over 3 years of experience in the finance industry.

7
Connor Fleming, financial advisor Wilton CT
Connor S. Fleming
CRD#: 6440867
187 Danbury Road, Wilton, CT 06897
88
Wealthminder
score

Connor Fleming (CRD# 6440867) is an Investment Advisor Representative working at Stonebridge Advisors LLC in Wilton, CT and has over 2 years of experience in the finance industry.

8
Shefki Vinca, financial advisor Wilton CT
Shefki Vinca
CRD#: 4995379
10 Westport Road, Suite C101, Wilton, CT 06897
87
Wealthminder
score

Shefki Vinca (CRD# 4995379) is an Investment Advisor Representative working at Stonebridge Advisors LLC in Wilton, CT and has over 2 years of experience in the finance industry.

9
Scott Fleming, financial advisor Wilton CT
Scott T. Fleming
CRD#: 1326991
187 Danbury Road, Wilton, CT 06897
73
Wealthminder
score

Scott Fleming (CRD# 1326991) is an Investment Advisor Representative working at Stonebridge Advisors LLC in Wilton, CT and has over 30 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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