Marcus Nilsson
Investment adviser representative at Stonebridge Financial Group
10 yearsExperience
1 stateRegistered in
$896MFirm assets
Under 1 yearFirm 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
10 years in the industry.
- Stonebridge Financial Group, LLCMar 2026 to now
- Equitable Advisors, LLCOct 2020 to Mar 2026
- N/aMay 2020 to Sep 2020
- Alders Financial SolutionsAug 2016 to Apr 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Stonebridge Financial Group
Legal name: Stonebridge Financial Group, LLC
$896MAssets managed
951Clients
15Advisers
Under 1 yearIn 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
- 4990631
- Firm CRD
- 340200