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Member/chief Compliance Officer · Stonebridge Financial Planning Group, LLC

Rebecca A. Robey

CRD 6368726 · Named on Form ADV at one SEC-registered adviser

At a glance

Stonebridge Financial Planning Group, LLC, an SEC-registered wealth manager based in Orlando, FL with $330 million in regulatory assets, lists Rebecca A. Robey on its Form ADV as Member/chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Rebecca’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Rebecca’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.