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STONEBRIDGE ADVISORS LLC
STONEBRIDGE ADVISORS LLC
WILTON, Connecticut
·
10 registered advisors
·
CRD# 134017
SEC# 801-63899
0
203-762-0004
01
Firm Overview
AUM
$10.0B
Regulatory assets under management
Employees
17
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at STONEBRIDGE ADVISORS LLC
10 registered advisors
Angelo Dominick Graci
WILTON, Connecticut
CRD# 4228662
Craig Stephen Prichard
WILTON, Connecticut
CRD# 1631937
David Gerard Mcgarel
WILTON, Connecticut
CRD# 2945880
Eric David Weaver
WILTON, Connecticut
CRD# 5638073
James Martin Dykas
WILTON, Connecticut
CRD# 2264809
Robert Allen Wolf
WILTON, Connecticut
CRD# 4234911
Samantha Addonizio
WILTON, Connecticut
CRD# 2855022
Scott Thomas Fleming
WILTON, Connecticut
CRD# 1326991
Stephen Lane De Vore
WILTON, Connecticut
CRD# 5720872
William Scott Jardine
WILTON, Connecticut
CRD# 2609233
05
Office Locations
WILTON, Connecticut
10 advisors
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Data sourced from SEC Form ADV filings. STONEBRIDGE ADVISORS LLC (CRD# 134017) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.