Unclaimed Profile

Jeffrey Alan Levitt

STONEBRIDGE FINANCIAL INC·PARAMUS, New Jersey

SIE, Series 7, Series 63, Series 6623 years registeredSTONEBRIDGE FINANCIAL INC

52 FOREST AVENUE, PARAMUS, NJ 07652CRD# 2642393Firm CRD# 106341

Profile Verification

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

Identity

Jeffrey Alan Levitt · PARAMUS, NJ

Registration

CRD #2642393 · STONEBRIDGE FINANCIAL INC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STONEBRIDGE FINANCIAL INC

G & C INVESTMENTS, LLC

Jan 2012 – Dec 2020

PARAMUS, NJ

MASTERWORKS FISCAL ADVISORS LLC

Nov 2011 – Mar 2015

ANDOVER, NJ

STONEBRIDGE CAPITAL MANAGEMENT II LLC

Dec 2009 – Jan 2015

PARAMUS, NJ

STONEBRIDGE CAPITAL MANAGEMENT III LLC

Dec 2009 – Nov 2023

PARAMUS, NJ

STONEBRIDGE CAPITAL MANAGEMENT VI, L.L.C.

Dec 2009 – Jan 2021

PARAMUS, NJ

STONEBRIDGE CAPITAL MANAGEMENT, IV

Dec 2009 – Mar 2012

WEST CALDWELL, NJ

STONEBRIDGE CAPITAL MANAGEMENT IX, L.L.C.

Dec 2007 – Mar 2015

PARAMUS, NJ

STONEBRIDGE CAPITAL MANAGEMENT VIII, LLC

Oct 2007 – Nov 2012

WEST CALDWELL, NJ

STONEBRIDGE CAPITAL MANAGEMENT

Aug 2003 – Dec 2024

PARAMUS, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · August 7, 2003

Years registered · 23

Disclosure History

2013Customer Dispute·Closed-No Action

2009Customer Dispute·Denied

2009Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

STONEBRIDGE FINANCIAL INC

CRD 106341 · SEC 801-40364

AUM

$198M

Regulatory assets under management

Employees

458 client accounts

Services offered by STONEBRIDGE FINANCIAL INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STONEBRIDGE FINANCIAL INC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Alan Levitt offer?

Jeffrey Alan Levitt specializes in Financial Planning, Investment Management, Wealth Management.

What are Jeffrey Alan Levitt's credentials?

Jeffrey Alan Levitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Alan Levitt located?

Jeffrey Alan Levitt is based in PARAMUS, New Jersey, last registered with STONEBRIDGE FINANCIAL INC.

How does Jeffrey Alan Levitt charge for services?

Jeffrey Alan Levitt'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 INC?

STONEBRIDGE FINANCIAL INC has approximately 3 employees and manages $198M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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