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STONEBRIDGE FINANCIAL PLANNING GROUP, LLC
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC
ORLANDO, Florida
·
5 registered advisors
·
CRD# 154616
SEC# 801-113696
0
407-695-7100
01
Firm Overview
AUM
$220M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at STONEBRIDGE FINANCIAL PLANNING GROUP, LLC
5 registered advisors
Catherine Jolly Hyder
ORLANDO, Florida
CRD# 5564096
Dianne Marie Webb
ORLANDO, Florida
CRD# 4760887
John Adrian Webb
ORLANDO, Florida
CRD# 6253469
Rebecca Anne Robey
ORLANDO, Florida
CRD# 6368726
Rhonda L Shurtleff
ORLANDO, Florida
CRD# 4305032
05
Office Locations
ORLANDO, Florida
5 advisors
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Data sourced from SEC Form ADV filings. STONEBRIDGE FINANCIAL PLANNING GROUP, LLC (CRD# 154616) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.