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STONEBRIDGE ADVISORS LLC

WILTON, CT · CRD 134017 · IAPD ↗ · 203-762-0004

$11.83BRegulatory AUM
9Advisory reps
15Employees
10Clients
n/aPlanning clients
0Private funds
53States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — STONEBRIDGE ADVISORS LLC's Item 11 disclosure-reporting entries rose by 1 (3 -> 4).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
November 2024 — STONEBRIDGE ADVISORS LLC's Item 11 disclosure-reporting entries rose by 2 (1 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.