Nathan Randolph Bailey
Investment adviser representative at Stonebridge Financial Group, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.3BFirm 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
- Pension consulting
Experience
10 years in the industry.
- Stonebridge Financial Group, LLCJun 2026 to now
- Stonebirdge Financial GroupJun 2026 to now
- HarrisburgMay 2025 to Jun 2026
- Conrad Siegel Investment AdvisorsAug 2023 to May 2025
- Conrad Siegel Investment AdvisorsJun 2021 to Jul 2023
- Citizens Securities, Inc.Mar 2021 to Jun 2021
- Ameriprise Financial Services, IncSep 2019 to Dec 2020
- Citizens BankFeb 2019 to Sep 2019
- Citizens Securities, Inc.Feb 2019 to Sep 2019
- MassmutualSep 2017 to Jan 2019
- MML Investors ServicesMay 2016 to Jan 2019
- Ufinancial GroupMay 2016 to Aug 2018
- Messiah CollegeJan 2016 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (PA).
Stonebridge Financial Group, LLC
$2.3BAssets managed
1,457Clients
25Advisers
2 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
- 6652610
- Firm CRD
- 327529