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Bryan M Petry

Investment adviser representative at Stonebridge Wealth Management LLC
23 yearsExperience
1 stateRegistered in
$283.3MFirm assets
8 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

Experience

23 years in the industry.

  1. Stonebridge Wealth Management LLCNov 2017 to now
  2. Apw Capital, Inc.Nov 2017 to May 2026
  3. Securian Financial Services, IncJan 2013 to Nov 2017
  4. Gcg Financial IncJan 2003 to Nov 2017

Exams passed

  • Series 66 · Uniform Combined State Law2003

State registrations

Registered as an investment adviser representative in 1 state (IL).

Stonebridge Wealth Management LLC

$283.3MAssets managed
288Clients
2Advisers
8 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
4622182
Firm CRD
285693
Advisor's SEC record (opens in a new tab)
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