Financial ADVSR advisor directory · SEC adviser records
Stonebridge Financial Group financial advisors in California
Every SEC-registered investment adviser representative at a Stonebridge Financial Group office in California, by city and A to Z.
The short answer
12 registered advisors work at Stonebridge Financial Group in California, out of 12 nationwide; it's the firm's number 1 state by advisors, and the most are in San Rafael (12). 0 list the CFP designation and 0 are also registered broker representatives.
Stonebridge Financial Group advisors by city in California
Every firm in California →Stonebridge Financial Group advisors in California, A to Z
Search by name →- Roberta L. BechtelSan Rafael
- Mitchell L. BortolottoSan Rafael
- Kyle B. DanielsSan Rafael
- Michael GarriganSan Rafael
- Julian GoodmanSan Rafael
- Nicholas ImbimboSan Rafael
- Marcus NilssonSan Rafael
- Nico T. RussoSan Rafael
- Kyle SingletonSan Rafael
- James R. WhiteSan Rafael
- Christopher WorthingtonSan Rafael
- Daniel W. WorthingtonSan Rafael · Chartered Financial Consultant
Stonebridge Financial Group advisors in every state →Stonebridge Financial Group: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Stonebridge Financial Group financial advisors are in California?
12 investment adviser representatives are registered at Stonebridge Financial Group offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 12 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Stonebridge Financial Group have the most advisors?
San Rafael, with 12. Stonebridge Financial Group has advisors in 1 city in California.
How do I check a Stonebridge Financial Group advisor in California?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Stonebridge Financial Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.