Spencer James Knickerbocker
Investment adviser representative at Stonebrook Private LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$937MFirm 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 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.
- Stonebrook Private Inc.Jun 2023 to now
- Raymond James & Associates, Inc.Sep 2019 to Jun 2023
- Lord AbbettJul 2016 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 6363915
- Firm CRD
- 325434