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 a limited liability company that has been SEC-registered since 1999 and is organized as an investment bank under individual ownership. The firm’s public profile in this dataset is sparse: it does not identify itself as a capital allocator, is not flagged as an active ESG investor, and is not registered as a multi-state or newly formed adviser. The record also indicates the firm is not positioned as a pension consultant or a related adviser. Specific descriptions of client types, advisory services, or detailed business activities were not provided in the available data.

Assets & Accounts

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