Best Investors Account Sign in
Inactive

Robert Allen Wolf

Stonebridge Advisors LLC

Wilton, CT

Claim This Profile
Current Employers
Stonebridge Advisors Llc

10 Westport Road Suite C101, Wilton, CT 06897-4543 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-11-08
CT RA APPROVED 2006-08-24
  • TX RA
    APPROVED_RES
    Since 2025-11-08
  • CT RA
    APPROVED
    Since 2006-08-24

Branch Locations

10 Westport Road Suite C101, Wilton, CT 06897-4543 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stonebridge Advisors Llc Wilton CT 04/2006 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-08-23
S63 Uniform Securities Agent State Law Examination 2000-11-20
  • S65 Uniform Investment Adviser Law Examination
    2006-08-23
  • S63 Uniform Securities Agent State Law Examination
    2000-11-20

View on SEC IAPD

Other Firms

AIS CAPITAL MANAGEMENT L.P.
AGILIS INVESTMENT MANAGEMENT LLC
ROUND ROCK ADVISORS LLC
OAK MANAGEMENT CORPORATION
MERIT FINANCIAL ADVISORS
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ALTUS CAPITAL PARTNERS, INC.

Other Investors

HEATHER SIMON SEVILLANO
JIN HU
NYDIA E. CONCEPCION
Scott Leonard Dynan
JEFFREY MITCHELL SHAW
Elaine Votier Biersack
Allison Costas
BERT THOMAS BOWLER

Other Offices

AIS CAPITAL MANAGEMENT L.P. · WILTON, CT
AGILIS INVESTMENT MANAGEMENT LLC · WILTON, CT
ROUND ROCK ADVISORS LLC · WILTON, CT
STONEBRIDGE ADVISORS LLC · WILTON, CT
AIS CAPITAL MANAGEMENT L.P. · WILTON, CT
OAK MANAGEMENT CORPORATION · WILTON, CT
MERIT FINANCIAL ADVISORS · Wilton, CT
OSAIC WEALTH, INC. · WILTON, CT

More in Wilton, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor