Stonebridge Capital Management

Stonebridge Capital Management (CRD# 106341) is a financial advisory firm headquartered in Paramus, NJ. They manage $173,285,108 in 434 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    173
    MILLION
  • Total Number of Accounts
    434
    ACCOUNTS
  • Average Account Value
    $399,274
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.

CA, CO, CT, FL, MD, NH, NJ, NY, TX

Financial Advisors at Stonebridge Capital Management
Showing 1 - 3 of 3 top financial advisors.
1
Konstantinos Kostakis
CRD#: 1025173
52 Forest Avenue, Paramus, NJ 07652

Konstantinos Kostakis (CRD# 1025173) is an Investment Advisor Representative working at Stonebridge Capital Management in Paramus, NJ and has over 33 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
Jeffrey A. Levitt
CRD#: 2642393
52 Forest Avenue, Paramus, NJ 07652

Jeffrey Levitt (CRD# 2642393) is an Investment Advisor Representative working at Stonebridge Capital Management in Paramus, NJ and has over 25 years of experience in the finance industry.

3
Steven V. Oroho
CRD#: 4943091
52 Forest Avenue, Paramus, NJ 07652

Steven Oroho (CRD# 4943091) is an Investment Advisor Representative working at Stonebridge Capital Management in Paramus, NJ and has over 15 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.

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