Principal · Stonebridge Financial Group
Blair L. Martin
CRD 4011810 · Named on Form ADV at one SEC-registered adviser
At a glance
Stonebridge Financial Group, an SEC-registered wealth manager based in SAN Rafael, CA with $896 million in regulatory assets, lists Blair L. Martin on its Form ADV as Principal, a control person.
Firms and roles
- Stonebridge Financial GroupPrincipalWealth manager · SAN Rafael, CA · $896M in regulatory assets
AtlasMembers
Blair’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Marcus NilssonCCO, Stonebridge Financial Group
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Blair’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.