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Angelo Dominick Graci

STONEBRIDGE ADVISORS LLC·WILTON, Connecticut
SIE, Series 7, Series 24, Series 63STONEBRIDGE ADVISORS LLC
10 WESTPORT ROAD, WILTON, CT 06897-4543CRD# 4228662Firm CRD# 134017

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Angelo Dominick Graci · WILTON, CT
Registration
CRD #4228662 · STONEBRIDGE ADVISORS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
STONEBRIDGE ADVISORS LLC
CRD 134017 · SEC 801-63899
AUM
$10.0B
Regulatory assets under management
Employees
17
4,104 client accounts
Services offered by STONEBRIDGE ADVISORS LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
View all advisors at STONEBRIDGE ADVISORS LLC →
Introduction

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Frequently Asked Questions

What services does Angelo Dominick Graci offer?
Angelo Dominick Graci specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WILTON, Connecticut for a consultation.
What are Angelo Dominick Graci's credentials?
Angelo Dominick Graci is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Angelo Dominick Graci located?
Angelo Dominick Graci is based in WILTON, Connecticut, working with STONEBRIDGE ADVISORS LLC. Their office serves clients in the WILTON metropolitan area and surrounding communities.
How does Angelo Dominick Graci charge for services?
Angelo Dominick Graci's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STONEBRIDGE ADVISORS LLC?
STONEBRIDGE ADVISORS LLC has approximately 17 employees and manages $10.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STONEBRIDGE ADVISORS LLC

Robert Allen Wolf
WILTON, CT
James Martin Dykas
WILTON, CT
Samantha Addonizio
WILTON, CT
Craig Stephen Prichard
WILTON, CT
David Gerard Mcgarel
WILTON, CT
CFA
Eric David Weaver
WILTON, CT

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