Catherine Jolly Hyder
Investment adviser representative at Stonebridge Financial Planning Group, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$329.7MFirm assets
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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
- Seminars and workshops
Experience
10 years in the industry.
- Stonebridge Financial Planning Group, LLCMar 2022 to now
- Commonwealth Financial NetworkMar 2022 to Dec 2025
- Triad AdvisorsSep 2019 to Feb 2022
- TrilomaJun 2015 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Stonebridge Financial Planning Group, LLC
$329.7MAssets managed
340Clients
5Advisers
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
- 5564096
- Firm CRD
- 154616