Stonebridge Advisors LLC
Legal Name: STONEBRIDGE ADVISORS LLC
Full Contact Details
Stonebridge Advisors LLC
10 WESTPORT ROAD, SUITE C101, WILTON, CT
203-762-0004
203-761-1236
Other Info
Stonebridge Advisors LLC is a DE Limited Liability Company that offers advisory services to 747 clients. The firm has 14 employees, with a majority serving in advisory roles. Stonebridge Advisors LLC has been approved by the U.S. Securities and Exchange Commission since February 18, 2005.
Stonebridge
Specializing in the Management of Preferred and Hybrid Securities Home Literature Investment Team About Contact Specializing in the Management of Preferred and Hybrid Securities Home Literature Investment Team About Contact Stonebridge Advisors LLC Specializing in the Management of Preferred and Hyb…
Direct Owners
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CRAIG STEPHEN PRICHARD
DIRECTOR owns less than 5%
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FIRST TRUST CAPITAL PARTNERS LLC
MEMBER/SHAREHOLDER/CLASS A owns more than 50% but less than 75%
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JAMES ALLEN BOWEN
CHAIRMAN OF THE BOARD owns less than 5%
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JAMES MARTIN DYKAS
CHIEF FINANCIAL OFFICER owns less than 5%
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SCOTT THOMAS FLEMING
CHIEF EXECUTIVE OFFICER owns less than 5%
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STEPHEN LANE DE VORE
CHIEF COMPLIANCE OFFICER owns less than 5%
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STONEBRIDGE ASSET MANAGEMENT,LLC
MEMBER/SHAREHOLDER/CLASS B owns more than 25% but less than 50%
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WILLIAM SCOTT JARDINE
SECRETARY owns less than 5%
Indirect Owners
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AJM VENTURES LLC
SHAREHOLDER owns 75% or more
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GRACE PARTNERS OF DUPAGE L.P.
NON-MANAGING MEMBER owns 75% or more
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JAMES ALLEN BOWEN
SOLE SHAREHOLDER owns 75% or more
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SCOTT THOMAS FLEMING
OWNER owns 75% or more
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THE CHARGER CORPORATION
GENERAL PARTNER
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THE CHARGER CORPORATION
MANAGING MEMBER