Unclaimed Profile

Konstantinos Kostakis

STONEBRIDGE FINANCIAL INC·PARAMUS, New Jersey

SIE, Series 6, Series 22, Series 63, Series 65CFP ChFCClean record22 years registeredSTONEBRIDGE FINANCIAL INC

52 FOREST AVENUE, PARAMUS, NJ 07652CRD# 1025173Firm CRD# 106341

Profile Verification

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

Identity

Konstantinos Kostakis · PARAMUS, NJ

Registration

CRD #1025173 · STONEBRIDGE FINANCIAL INC · 22 years registered

Brand Profile

Not yet started

Career History

KESTRA ADVISORY SERVICES, LLC

Dec 2024 – present

KESTRA INVESTMENT SERVICES, LLC

Jan 2024 – present

STONEBRIDGE CAPITAL MANAGEMENT III LLC

Feb 2012 – Nov 2023

PARAMUS, NJ

STONEBRIDGE CAPITAL MANAGEMENT IX, L.L.C.

Jan 2012 – Mar 2015

PARAMUS, NJ

STONEBRIDGE CAPITAL MANAGEMENT, IV

Dec 2011 – Mar 2012

WEST CALDWELL, NJ

STONEBRIDGE CAPITAL MANAGEMENT II LLC

Nov 2011 – Jan 2015

PARAMUS, NJ

STONEBRIDGE CAPITAL MANAGEMENT VI, L.L.C.

Nov 2011 – Jan 2021

PARAMUS, NJ

MASTERWORKS FISCAL ADVISORS LLC

Nov 2011 – Mar 2015

ANDOVER, NJ

STONEBRIDGE CAPITAL MANAGEMENT VIII, LLC

Dec 2009 – Nov 2012

WEST CALDWELL, NJ

STONEBRIDGE CAPITAL MANAGEMENT

Aug 2003 – Dec 2024

PARAMUS, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 22

Series 63

Series 65

Registration record

First registered · August 19, 2003

Years registered · 22

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 Konstantinos Kostakis offer?

Konstantinos Kostakis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PARAMUS, New Jersey for a consultation.

What are Konstantinos Kostakis's credentials?

Konstantinos Kostakis holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Konstantinos Kostakis located?

Konstantinos Kostakis is based in PARAMUS, New Jersey, working with STONEBRIDGE FINANCIAL INC. Their office serves clients in the PARAMUS metropolitan area and surrounding communities.

How does Konstantinos Kostakis charge for services?

Konstantinos Kostakis'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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