Unclaimed Profile

Samantha Addonizio

STONEBRIDGE ADVISORS LLC·WILTON, Connecticut

Series 4, Series 7, Series 24, Series 27, Series 63Clean recordSTONEBRIDGE ADVISORS LLC

10 WESTPORT ROAD, WILTON, CT 06897-4543CRD# 2855022Firm CRD# 134017

Profile Verification

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

Identity

Samantha Addonizio · WILTON, CT

Registration

CRD #2855022 · STONEBRIDGE ADVISORS LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 24

Series 27

Series 63

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 Samantha Addonizio offer?

Samantha Addonizio specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WILTON, Connecticut for a consultation.

What are Samantha Addonizio's credentials?

Samantha Addonizio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Samantha Addonizio located?

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

How does Samantha Addonizio charge for services?

Samantha Addonizio'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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