Unclaimed Profile

William T Brown

STONEBRIDGE CAPITAL ADVISORS LLC·ST. PAUL, Minnesota

Clean recordSTONEBRIDGE CAPITAL ADVISORS LLC

2550 UNIVERSITY AVENUE WEST, ST. PAUL, MN 55114-1017CRD# 4364232Firm CRD# 111447

Profile Verification

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

Identity

William T Brown · ST. PAUL, MN

Registration

CRD #4364232 · STONEBRIDGE CAPITAL ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William T Brown is a registered financial advisor based in ST. PAUL, Minnesota, affiliated with STONEBRIDGE CAPITAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

STONEBRIDGE CAPITAL ADVISORS LLC

AUM

$2.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at STONEBRIDGE CAPITAL ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4364232

Firm CRD# 111447

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William T Brown offer?

William T Brown specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ST. PAUL, Minnesota for a consultation.

What are William T Brown's credentials?

William T Brown is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William T Brown located?

William T Brown is based in ST. PAUL, Minnesota, working with STONEBRIDGE CAPITAL ADVISORS LLC. Their office serves clients in the ST. PAUL metropolitan area and surrounding communities.

How does William T Brown charge for services?

William T Brown'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 CAPITAL ADVISORS LLC?

STONEBRIDGE CAPITAL ADVISORS LLC has approximately 28 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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