Unclaimed Profile

David Gerard Mcgarel

STONEBRIDGE ADVISORS LLC·WILTON, Connecticut

SIE, Series 7, Series 63CFAClean record15 years registeredSTONEBRIDGE ADVISORS LLC

10 WESTPORT ROAD, WILTON, CT 06897-4543CRD# 2945880Firm CRD# 134017

Profile Verification

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

Identity

David Gerard Mcgarel · WILTON, CT

Registration

CRD #2945880 · STONEBRIDGE ADVISORS LLC · 15 years registered

Brand Profile

Not yet started

Career History

FIRST TRUST ADVISORS LP

May 2011 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · May 18, 2011

Years registered · 15

Professional designation · CFA

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

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Frequently Asked Questions

What services does David Gerard Mcgarel offer?

David Gerard Mcgarel specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WILTON, Connecticut for a consultation.

What are David Gerard Mcgarel's credentials?

David Gerard Mcgarel holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Gerard Mcgarel located?

David Gerard Mcgarel is based in WILTON, Connecticut, working with STONEBRIDGE ADVISORS LLC. Their office serves clients in the WILTON metropolitan area and surrounding communities.

How does David Gerard Mcgarel charge for services?

David Gerard Mcgarel'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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