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Mitchell Louis Bortolotto

Stonebridge Financial Group

San Rafael, CA

CRD 6208516

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Employer firm

Stonebridge Financial Group CRD 340200

$896M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Stonebridge Financial Group

100 Smith Ranch Road, Suite 112, San Rafael, CA 94903 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-02
  • CA RA
    APPROVED
    Since 2026-03-02

Branch Locations

100 Smith Ranch Road, Suite 112, San Rafael, CA 94903 • 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
Axa-Advisors, Llc New York NY 01/2015 06/2020
Equitable Advisors, Llc New York NY 01/2015 03/2026
Stonebridge Financial Group, Llc San Rafael CA 03/2026 Present
  • 01/2015 → 06/2020
    Axa-Advisors, Llc
    New York, NY
  • 01/2015 → 03/2026
    Equitable Advisors, Llc
    New York, NY
  • 03/2026 → Present
    Stonebridge Financial Group, Llc
    San Rafael, CA
Previous Registrations
  • 2015-02-25 → 2026-03-04
    Equitable Advisors, Llc
    Santa Rosa, CA
    Walnut Creek, CA
    San Francisco, CA
    Santa Rosa, CA
    San Francisco, CA
    San Rafael, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-11
  • S66 Uniform Combined State Law Examination
    2015-02-11

View on SEC IAPD

Nearby Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
HCM WEALTH
O'DONNELL FINANCIAL SERVICES, LLC

Nearby Investors

MATTHEW AARON HODUS
KENNETH LAURANZANO
Michael J Heckmann

Nearby Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · SAN RAFAEL, CA
HCM WEALTH · SAN RAFAEL, CA
O'DONNELL FINANCIAL SERVICES, LLC · SAN RAFAEL, CA

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