STONEBRIDGE FINANCIAL PLANNING GROUP, LLC

STONEBRIDGE FINANCIAL PLANNING GROUP, LLC of ORLANDO, FL is an SEC-registered investment adviser (CRD 154616). Regulatory assets under management: $329.7M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (10)

NameRoleLocation
Rebecca Anne RobeyMEMBER; MEMBER/CHIEF COMPLIANCE OFFICER
Dianne Marie WebbMEMBER; PRESIDENT/CHIEF COMPLIANCE OFFICER
Catherine Jolly HyderMEMBER
WEBB DIANNE MARIEPRESIDENT/CHIEF COMPLIANCE OFFICER
WEBB JOHN ADRIANCHIEF FINANCIAL OFFICER
SHURTLEFF RHONDA LMEMBER
ROBEY REBECCA ANNEMEMBER
HYDER CATHERINE JOLLYMEMBER
Cole Presley ThomasFINANCIAL PLANNER & ADVISOR
Bethany Marie ParkDIRECTOR OF OPERATIONS

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