AdvisorOS Directory
Claim Profile
RR

Rebecca Anne Robey

STONEBRIDGE FINANCIAL PLANNING GROUP, LLC·ORLANDO, Florida
Unclaimed Profile
203 HILLCREST STREET, ORLANDO, FL 32801CRD# 6368726Firm CRD# 154616
01

About

Rebecca Anne Robey is a registered financial advisor based in ORLANDO, Florida, affiliated with STONEBRIDGE FINANCIAL PLANNING GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC
AUM
$220M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at STONEBRIDGE FINANCIAL PLANNING GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6368726
Firm CRD# 154616
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ORLANDO?

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

Browse ORLANDO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Rebecca Anne Robey offer?
Rebecca Anne Robey specializes in Financial Planning, Investment Management. Contact their office in ORLANDO, Florida for a consultation.
What are Rebecca Anne Robey's credentials?
Rebecca Anne Robey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rebecca Anne Robey located?
Rebecca Anne Robey is based in ORLANDO, Florida, working with STONEBRIDGE FINANCIAL PLANNING GROUP, LLC. Their office serves clients in the ORLANDO metropolitan area and surrounding communities.
How does Rebecca Anne Robey charge for services?
Rebecca Anne Robey's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STONEBRIDGE FINANCIAL PLANNING GROUP, LLC?
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC has approximately 9 employees and manages $220M 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 in ORLANDO
Grant Irwin Mcmurry — ICC CAPITAL MANAGEMENT INCBart Nmi Mcmurry — ICC CAPITAL MANAGEMENT INCRichard Wayne Rinderknecht — ICC CAPITAL MANAGEMENT INCRobert Mark Ohanesian — ICC CAPITAL MANAGEMENT INCJeremy R Dorsett — THOMAS PROPERTIES GROUP ADVISOR LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile