Stonebridge Capital Management

Stonebridge Capital Management (CRD# 106341) is a financial advisory firm headquartered in Paramus, NJ. They manage $165,986,026 in 485 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    166
    MILLION
  • Total Number of Accounts
    485
    ACCOUNTS
  • Average Account Value
    $342,239
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
  • 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.

CO, CT, FL, MD, NH, NJ, NY, PA, VA

Financial Advisors at Stonebridge Capital Management
Showing 1 - 4 of 4 top financial advisors.
1
Konstantinos Kostakis
CRD#: 1025173
52 Forest Avenue, Paramus, NJ 07652
96
Wealthminder
score

Konstantinos Kostakis (CRD# 1025173) is an Investment Advisor Representative working at Stonebridge Capital Management in Paramus, NJ and has over 29 years of experience in the finance industry. Konstantinos Kostakis 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.

2
Steven V. Oroho
CRD#: 4943091
52 Forest Avenue, Paramus, NJ 07652
96
Wealthminder
score

Steven Oroho (CRD# 4943091) is an Investment Advisor Representative working at Stonebridge Capital Management in Paramus, NJ and has over 11 years of experience in the finance industry. Steven Oroho 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
Christopher J. Miliotis
CRD#: 4399327
52 Forest Avenue, Paramus, NJ 07652
90
Wealthminder
score

Christopher Miliotis (CRD# 4399327) is an Investment Advisor Representative working at Stonebridge Capital Management in Paramus, NJ and has over 5 years of experience in the finance industry.

4
Jeffrey A. Levitt
CRD#: 2642393
52 Forest Avenue, Paramus, NJ 07652
83
Wealthminder
score

Jeffrey Levitt (CRD# 2642393) is an Investment Advisor Representative working at Stonebridge Capital Management in Paramus, NJ and has over 21 years of experience in the finance industry.

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