Stonebridge Wealth Management
Stonebridge Wealth Management (CRD# 122477) is a financial advisory firm headquartered in Nashville, TN. They manage $75,213,722 in 240 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management75MILLION
Total Number of Accounts240ACCOUNTS
Average Account Value$313,391
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, LA, TN, TX, VA
Mitchell Martin (CRD# 1733233) is an Investment Advisor Representative working at Stonebridge Wealth Management in Nashville, TN and has over 20 years of experience in the finance industry.
Tyler Martin (CRD# 6246539) is an Investment Advisor Representative working at Stonebridge Wealth Management in Nashville, TN and has over 4 years of experience in the finance industry. Tyler Martin 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.