Stonebridge Advisors LLC

Stonebridge Advisors LLC (CRD# 134017) is a financial advisory firm headquartered in Wilton, CT. They manage $10,544,008,630 in 8,365 accounts and serve the financial needs of clients across 51 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
    10,544
    MILLION
  • Total Number of Accounts
    8,365
    ACCOUNTS
  • Average Account Value
    $1,260,491
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Stonebridge Advisors LLC
Showing 1 - 8 of 8 top financial advisors.
1
Connor Fleming, financial advisor Wilton CT
Connor S. Fleming
CRD#: 6440867
187 Danbury Road, Wilton, CT 06897

Connor Fleming (CRD# 6440867) is an Investment Advisor Representative working at Stonebridge Advisors LLC in Wilton, CT and has over 5 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

Nanette Fleming (CRD# 4843658) is an Investment Advisor Representative working at Stonebridge Advisors LLC in Wilton, CT and has over 16 years of experience in the finance industry.

3
Scott Fleming, financial advisor Wilton CT
Scott T. Fleming
CRD#: 1326991
187 Danbury Road, Wilton, CT 06897

Scott Fleming (CRD# 1326991) is an Investment Advisor Representative working at Stonebridge Advisors LLC in Wilton, CT and has over 33 years of experience in the finance industry.

4
Marie-belle Mikue, financial advisor Wilton CT
Marie-belle Mikue
CRD#: 6111787
Stonebridge Advisors Llc, 10 Westport Road Suite C-101, Wilton, CT 06897

Marie-belle Mikue (CRD# 6111787) is an Investment Advisor Representative working at Stonebridge Advisors LLC in Wilton, CT and has over 4 years of experience in the finance industry.

5
Allen Shepard, financial advisor Wilton CT
Allen D. Shepard
CRD#: 4921547
187 Danbury Road, Wilton, CT 06897

Allen Shepard (CRD# 4921547) is an Investment Advisor Representative working at Stonebridge Advisors LLC in Wilton, CT and has over 15 years of experience in the finance industry.

6
Shefki Vinca, financial advisor Wilton CT
Shefki Vinca
CRD#: 4995379
10 Westport Road, Suite C101, Wilton, CT 06897

Shefki Vinca (CRD# 4995379) is an Investment Advisor Representative working at Stonebridge Advisors LLC in Wilton, CT and has over 5 years of experience in the finance industry.

7
Eric Weaver, financial advisor Wilton CT
Eric D. Weaver
CRD#: 5638073
10 Westport Road, Suite C101, Wilton, CT 06897

Eric Weaver (CRD# 5638073) is an Investment Advisor Representative working at Stonebridge Advisors LLC in Wilton, CT and has over 6 years of experience in the finance industry.

8
Robert Wolf, financial advisor Wilton CT
Robert A. Wolf
CRD#: 4234911
10 Westport Road, Suite C101, Wilton, CT 06897

Robert Wolf (CRD# 4234911) is an Investment Advisor Representative working at Stonebridge Advisors LLC in Wilton, CT 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.

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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