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).

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 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 24 years of experience in the finance industry.

2
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 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 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 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 17 years of experience in the finance industry.

6
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 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
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 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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.