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).

By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    240
    ACCOUNTS
  • Average Account Value
    $313,391
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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, FL, LA, TN, TX, VA

Financial Advisors at Stonebridge Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Mitchell S. Martin
CRD#: 1733233
Loews Vanderbilt Plaza, Suite 660, Nashville, TN 37203
93
Wealthminder
score

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.

2
Tyler O. Martin
CRD#: 6246539
Loews Vanderbilt Plaza, 2100 West End Avenue, Suite 660, Nashville, TN 37203
93
Wealthminder
score

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.

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