Aedan Michael Wilkinson
Investment adviser representative at Stonebridge Financial Group, LLC
12 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
12 years in the industry.
- Stonebridge Financial Group, LLCJul 2024 to now
- Private Client ServicesApr 2024 to now
- Wilkinson Wedding Rentals & DesignsJun 2020 to now
- Select MedicalSep 2023 to Dec 2023
- Triad AdvisorsMay 2023 to Apr 2024
- Stonebridge Financial GroupMay 2023 to Jan 2024
- Ambassador AdvisorsSep 2022 to Dec 2022
- Stewardship AdvisorsMay 2022 to Aug 2022
- Zeager LandscapingJan 2022 to Jul 2022
- Messiah UniversityAug 2020 to May 2024
- Willowood AquaticMay 2017 to Jul 2020
- Masonic HomesMay 2017 to Aug 2018
- UnemployedJan 2014 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7743138
- Firm CRD
- 327529