Chief Compliance Officer & Counsel · Stonebridge Advisors LLC
Samantha Addonizio
CRD 2855022 · Named on Form ADV at one SEC-registered adviser
At a glance
Stonebridge Advisors LLC, an SEC-registered asset manager based in Wilton, CT with $11.8 billion in regulatory assets, lists Samantha Addonizio on its Form ADV as Chief Compliance Officer & Counsel, a control person.
Firms and roles
- Stonebridge Advisors LLCChief Compliance Officer & CounselAsset manager · Wilton, CT · $12B in regulatory assets
AtlasMembers
Samantha’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 (9)
- William S. JardineSecretary, Stonebridge Advisors LLC
- James A. BowenChairman of the Board, Stonebridge Advisors LLC
- Scott T. FlemingChief Executive Officer, Stonebridge Advisors LLC
- Craig S. PrichardDirector, Stonebridge Advisors LLC
- James M. DykasChief Financial Officer, Stonebridge Advisors LLC
4 more people named with Samantha on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Samantha’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.