Stonebridge Advisors LLC

  • Financial Services
  • Wilton CT
  • 15 employees
  • Financial Services
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Company Overview

Headquarters
10 Westport Road C-101, Wilton CT
Website
stonebridgeft.com
Phone
(203) 762-0004
Employees
15
Founded in
2004
Industry
Financial Services
NAICS Code
NAICS Code 52591 Companies
NAICS Code 52 Companies
NAICS Code 525 Companies
NAICS Code 5259 Companies
SIC Code
SIC Code 67 Companies
SIC Code 672 Companies
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Financials & Stats

Revenue

$6B

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Who is Stonebridge Advisors LLC

Stonebridge Advisors LLC is a registered investment advisory firm based in Wilton, Connecticut. As a limited liability company, Stonebridge employs 15 people and generates $6 million in annual revenue. The firm specializes in the management of Preferred and Hybrid Securities, offering investment strategies designed to meet the needs of investors seeking consistent performance and responsive service. Stonebridge's conservative investment style forms the foundation of its approach. Stonebridge Advisors distinguishes itself through its dedication to a performance-driven model, aiming to consistently deliver exceptional results for its clients. Their commitment to a conservative investment strategy underscores their focus on risk management and long-term growth. Their website, stonebridgeft.com, serves as a valuable resource for those interested in learning more about their services and investment philosophy.

Company Leadership

Rob McCrory

Senior Managing Director

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Stonebridge Advisors LLC Industry Tags

Tax-Advantaged/Taxable Preferreds & Hybrid Securities
Sub-Advisor to '40 Act Funds specializing in Preferred Securities
Separately Managed Accounts
and Short-Term Cash Management
Financial Services
Financial Advisory Services
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Stonebridge Advisors LLC Tech Stack

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FAQ

What is the location of Stonebridge Advisors LLC's headquarters?
The headquarters of Stonebridge Advisors LLC are situated at 10 Westport Road C-101, Wilton CT
What is Stonebridge Advisors LLC's phone number?
Stonebridge Advisors LLC's contact number is (203) 762-0004.
What is Stonebridge Advisors LLC's official website?
The official website of Stonebridge Advisors LLC can be found at stonebridgeft.com.
What is Stonebridge Advisors LLC's current revenue?
As of August 2016, Stonebridge Advisors LLC's annual revenue reached $6B.
How many employees does Stonebridge Advisors LLC currently have?
Stonebridge Advisors LLC employs approximately 15+ people as of August 2016
Which industries is Stonebridge Advisors LLC primarily operating in?
Stonebridge Advisors LLC operates in the following industries: Finance, Credit
Who is the Senior Managing Director of Stonebridge Advisors LLC?
Stonebridge Advisors LLC's Senior Managing Director is Rob McCrory
What are Stonebridge Advisors LLC's industry tags?
Stonebridge Advisors LLC's industry tags include: Tax-Advantaged/Taxable Preferreds & Hybrid Securities, Sub-Advisor to '40 Act Funds specializing in Preferred Securities, Separately Managed Accounts
When was Stonebridge Advisors LLC founded?
Stonebridge Advisors LLC was founded in 2004.

Employee Directory

Key Employees

Eric Weaver

Executive Vice President, Chief Strategist and Portfolio Manager

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Colette Nakhoul

Principal

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Saher Mazahreh

Senior Vice President Operations

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Victoria Gordon

Sr. Operations Specialist

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