Eli T Mardock
Investment adviser representative at Stonebridge Wealth Systems LLC
21 yearsExperience
2 statesRegistered in
$369.1MFirm 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
21 years in the industry.
- Stonebridge Wealth Systems LLCOct 2023 to now
- Stonebridge Insurance & Wealth ManagementJan 2022 to now
- Backstage Bar LLC dba Dinty Moores BarMay 2017 to now
- Eagle Seagull MusicOct 2005 to now
- Brookstone Wealth Advisors, LLCMar 2022 to Oct 2023
- Northwestern Mutual Investment Services LLCMar 2020 to Dec 2021
- Hunky Dory LLC dba the Royal GroveJan 2018 to Jun 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
Stonebridge Wealth Systems LLC
$369.1MAssets managed
931Clients
13Advisers
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
- 7226971
- Firm CRD
- 327894