Stonebridge Securities LLC

Broker-DealerFINRA MemberEst. 1999
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Bellevue, Washington
CRD number
47659
Registered since
December 1, 1999

Firm profile

FINTRX

Overview

Stonebridge Securities LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The firm has been SEC-registered since 1999 and is privately owned by an individual. FINTRX does not list advisory activities, client types, or fee arrangements for Stonebridge Securities LLC. The record also notes that the firm does not operate as a capital allocator and is not identified as an active ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • David Bovee

    Registered RepresentativeCRD 7010443

  • Michael Hendrickson

    Managing PrincipalCRD 242948

  • William Lemon

    William Lemon

    Managing PrincipalCRD 4764652

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Bellevue, WA

King

Location

Bellevue, WA

Headquartered in Bellevue, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
King
Address
330 112th Ave Ne
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth