Unclaimed Profile

Craig Stephen Prichard

STONEBRIDGE ADVISORS LLC·WILTON, Connecticut

SIE, Series 7, Series 39, Series 63, Series 65Clean record14 years registeredSTONEBRIDGE ADVISORS LLC

10 WESTPORT ROAD, WILTON, CT 06897-4543CRD# 1631937Firm CRD# 134017

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Craig Stephen Prichard · WILTON, CT

Registration

CRD #1631937 · STONEBRIDGE ADVISORS LLC · 14 years registered

Brand Profile

Not yet started

Career History

FIRST TRUST ADVISORS LP

Sep 2011 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 39

Series 63

Series 65

Registration record

First registered · September 30, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STONEBRIDGE ADVISORS LLC

CRD 134017 · SEC 801-63899

AUM

$10.0B

Regulatory assets under management

Employees

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

Speak with Craig

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Craig is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WILTON?

Browse all registered financial advisors in WILTON, Connecticut or claim this profile if it's yours.

Browse WILTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Craig Stephen Prichard offer?

Craig Stephen Prichard specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WILTON, Connecticut for a consultation.

What are Craig Stephen Prichard's credentials?

Craig Stephen Prichard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Craig Stephen Prichard located?

Craig Stephen Prichard is based in WILTON, Connecticut, working with STONEBRIDGE ADVISORS LLC. Their office serves clients in the WILTON metropolitan area and surrounding communities.

How does Craig Stephen Prichard charge for services?

Craig Stephen Prichard'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →