Todd Duncan Knickerbocker
Investment adviser representative at Stonebrook Private LLC
21 yearsExperience
3 statesRegistered in
$937MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Stonebrook Private LLCJun 2023 to now
- Raymond James & Associates, Inc.Aug 2005 to Jun 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (FL, MI, TX).
Stonebrook Private LLC
$937MAssets managed
596Clients
3Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1999505
- Firm CRD
- 325434