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Robert Allen Wolf

Stonebridge Advisors LLC

Wilton, CT

CRD 4234911

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Employer firm

Stonebridge Advisors LLC CRD 134017

$11.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

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

Nearby Firms

AIS CAPITAL MANAGEMENT L.P.
AGILIS INVESTMENT MANAGEMENT LLC
ROUND ROCK ADVISORS LLC

Nearby Investors

HEATHER SIMON SEVILLANO
JIN HU
NYDIA E. CONCEPCION

Nearby Offices

AIS CAPITAL MANAGEMENT L.P. · WILTON, CT
AGILIS INVESTMENT MANAGEMENT LLC · WILTON, CT
ROUND ROCK ADVISORS LLC · WILTON, CT

More in Wilton, CT

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