STONEBRIDGE SECURITIES LLC

Broker-DealerFINRA MemberEst. 1999
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
BELLEVUE, Washington
CRD number
47659
Registered since
December 1, 1999

Firm profile

FINTRX

Overview

Stonebridge Securities LLC is a privately owned limited liability company that is registered with the SEC (registration year 1999) and is organized as an investment bank. Ownership is held by an individual rather than a corporate parent or institutional sponsor. Public data does not describe client segments, fee schedules, or advisory products for the firm.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • David Bovee

    Registered RepresentativeCRD 7010443

  • MICHAEL HENDRICKSON

    Managing PrincipalCRD 242948

  • WILLIAM LEMON

    Managing PrincipalCRD 4764652

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

BELLEVUE, WA

KING

Location

BELLEVUE, WA

Headquartered in BELLEVUE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
330 112th Ave NE
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth