Parker Maxwell Marsh
Investment adviser representative at Stonebridge Financial Group, LLC
10 yearsExperience
1 stateRegistered in
$2.3BFirm assets
2 yearsFirm 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 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.
- Private Client ServicesApr 2024 to now
- Stonebridge Financial Group, LLCFeb 2024 to now
- Triad AdvisorsFeb 2023 to Apr 2024
- Triad Hybrid SolutionsFeb 2023 to Feb 2024
- J.W. Cole Advisors, Inc.Jan 2021 to Feb 2023
- J.W. Cole Financial, Inc.Jan 2021 to Feb 2023
- Regal Wealth AdvisorsDec 2020 to Feb 2023
- Waterfront FinancialFeb 2020 to Dec 2020
- J.W. Cole Advisors, Inc.Apr 2018 to Feb 2020
- J.W. Cole Financial, Inc.Jan 2018 to Feb 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2016 to Nov 2017
- Kca Wealth Management, LLC.Aug 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2017
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
- 6696602
- Firm CRD
- 327529