Shari Lee Dietz
Investment adviser representative at Stonebridge Financial Group, LLC
13 yearsExperience
1 stateRegistered in
$2.3BFirm assets
2 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Private Client ServicesApr 2024 to now
- Stonebridge Financial Group, LLCFeb 2024 to now
- Triad AdvisorsNov 2018 to Apr 2024
- Triad Hybrid SolutionsNov 2018 to Feb 2024
- Wells Fargo Advisors Financial Network, LLCMar 2013 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (PA).
Stonebridge Financial Group, LLC
$2.3BAssets managed
1,457Clients
25Advisers
2 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
- 2965452
- Firm CRD
- 327529