AdvisorOS Directory
Claim Profile
Unclaimed Profile
JD

James Martin Dykas

STONEBRIDGE ADVISORS LLC·WILTON, Connecticut
SIE, Series 7, Series 27, Series 99TOClean recordSTONEBRIDGE ADVISORS LLC
10 WESTPORT ROAD, WILTON, CT 06897-4543CRD# 2264809Firm CRD# 134017

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Martin Dykas · WILTON, CT
Registration
CRD #2264809 · STONEBRIDGE ADVISORS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

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

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

Speak with James

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

Not sure if James 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 AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does James Martin Dykas offer?
James Martin Dykas specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WILTON, Connecticut for a consultation.
What are James Martin Dykas's credentials?
James Martin Dykas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Martin Dykas located?
James Martin Dykas is based in WILTON, Connecticut, working with STONEBRIDGE ADVISORS LLC. Their office serves clients in the WILTON metropolitan area and surrounding communities.
How does James Martin Dykas charge for services?
James Martin Dykas'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 →

Other Advisors at STONEBRIDGE ADVISORS LLC

Robert Allen Wolf
WILTON, CT
Samantha Addonizio
WILTON, CT
Angelo Dominick Graci
WILTON, CT
Craig Stephen Prichard
WILTON, CT
David Gerard Mcgarel
WILTON, CT
CFA
Eric David Weaver
WILTON, CT

More Advisors in WILTON, Connecticut

Violetta Cerasuolo
CF PRIVATE EQUITY, INC.·WILTON, CT
Cari Berlage Lodge
CF PRIVATE EQUITY, INC.·WILTON, CT
James Francis Tomeo
SSARIS ADVISORS LLC·WILTON, CT
Bert Thomas Bowler
ROUND ROCK ADVISORS LLC·WILTON, CT
CFP
Dana James Moreau
COMMONFUND OCIO, INC.·WILTON, CT
Mark Christopher Hoeing
CF PRIVATE EQUITY, INC.·WILTON, CT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
STAMFORD (246)GREENWICH (197)WESTPORT (100)HARTFORD (90)WEST HARTFORD (82)DARIEN (48)GLASTONBURY (40)FAIRFIELD (36)NORWALK (35)FARMINGTON (30)
City Guides
STAMFORD GuideGREENWICH GuideWESTPORT GuideHARTFORD GuideWEST HARTFORD Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Request removal of this profile