Rebecca Anne Robey
Investment adviser representative at Stonebridge Financial Planning Group, LLC
20 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
20 years in the industry.
- Stonebridge Financial Planning Group, LLCJun 2015 to now
- Commonwealth Financial NetworkMar 2022 to Dec 2025
- Triad Advisors, Inc.Jul 2014 to Mar 2022
- Self EmployedAug 2006 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 6368726
- Firm CRD
- 154616