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Stonebridge Advisors LLC

SEC-regulated
Registered investment advisor

Stonebridge Advisors LLC is a financial advisor firm based in Wilton, CT, with a team of experienced professionals. Robert Allen Wolf, the Executive Vice President and Chief Investment Officer, has over twenty-five years of fixed-income experience and leads the investment committee, overseeing investment policies and strategies for portfolio management activities. Eric D. Weaver, the Executive Vice President and Chief Strategist, has over seventeen years of investment management experience and focuses on overseeing investment strategy, security selection, and portfolio construction. Angelo Dominick Graci, the Executive Vice President, Head of Credit Research, and Portfolio Manager, brings over 20 years of credit and equity research experience, specializing in financial sectors. The firm's President and Chief Executive Officer, Scott Thomas Fleming, is the final decision-maker for all aspects of the business. The advisors are subject to the Stonebridge Code of Ethics, enforced by the Chief Compliance Officer. Stonebridge Advisors LLC does not have any disciplinary information, other business activities, or additional compensation arrangements disclosed. Clients can reach out to Mr. Fleming for any inquiries.

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This firm is a Regulated Investment Advisor
  • Fiduciary duty to act in the best interests of your finances
  • Regulated by The Securities and Exchange Commission (SEC)
  • Transparent about fees and never take commission when recommending a financial product
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