Stonebridge Financial Group
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 340200
- SEC number
- 801-135258
- Firm type
- RIA
- Assets under management
- $896.0M as of Apr 24, 2026
- Website
- www.sb-fg.com ↗
- Phone
- 4154614961
- Address
- 100 Smith Ranch Road, Suite 112, San Rafael, CA, 94903
Advisors at this firm
15 in our index · page 1 of 1
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Roberta Lynn BechtelCRD 5224536 · San Rafael, CAIA RegisteredRegistration inactive
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Mitchell Louis BortolottoCRD 6208516 · San Rafael, CAIA RegisteredRegistration inactive
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Kyle Bryan DanielsCRD 6983788 · San Rafael, CAIA RegisteredRegistration inactive
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Michael GarriganCRD 6876598 · San Rafael, CAIA RegisteredRegistration inactive
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Julian GoodmanCRD 8026969 · San Rafael, CAIA RegisteredRegistration inactive
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Nicholas ImbimboCRD 6416779 · San Rafael, CAIA RegisteredRegistration inactive
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Blair Lawton MartinCRD 4011810 · San Rafael, CAIA RegisteredBroker
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Marcus NilssonCRD 4990631 · San Rafael, CAIA RegisteredRegistration inactive
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Nico Taylor RussoCRD 6982505 · San Rafael, CAIA RegisteredRegistration inactive
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Kyle SingletonCRD 6856520 · San Rafael, CAIA RegisteredRegistration inactive
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Charlotte Ann SloanCRD 1373089 · San Rafael, CAIA RegisteredRegistration inactiveDisclosure event(s) on record
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James Rodney WhiteCRD 1052021 · San Rafael, CAIA RegisteredRegistration inactive
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Christopher WorthingtonCRD 6082922 · San Rafael, CAIA RegisteredRegistration inactive
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Daniel William WorthingtonCRD 1202877 · San Rafael, CAIA RegisteredRegistration inactive
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Michael Joseph WorthingtonCRD 6645687 · San Rafael, CAIA RegisteredRegistration inactive
1–15 of 15
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 340200 ↗
FINRA BrokerCheck record for firm CRD 340200 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.