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BM

Blair L. Martin

STONEBRIDGE FINANCIAL GROUP
SAN RAFAEL, CA 94903
Some features on this profile are disabled
CRD#: 4011810
BM

Professional summary

Blair Lawton Martin, AIF®, who also goes by Blair L Martin, is a registered financial advisor currently at STONEBRIDGE FINANCIAL GROUP located in San Rafael, California.

Blair is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Blair has worked at 6 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Blair L Martin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blair Lawton Martin's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

Experience

Current

March 2, 2026 - Present

STONEBRIDGE FINANCIAL GROUP

Office #1: 100 Smith Ranch Road, Suite 112, San Rafael, CA 94903
RIA
CRD#: 340200
SAN RAFAEL, CA
Past

December 8, 2009 - March 3, 2026

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
SAN RAFAEL, CA
Past

December 4, 2009 - March 3, 2026

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
SAN RAFAEL, CA
Past

June 1, 2009 - December 14, 2009

MORGAN STANLEY

RIA
CRD#: 149777
SAN RAFAEL, CA
Past

June 1, 2009 - December 14, 2009

MORGAN STANLEY

BD
CRD#: 149777
SAN RAFAEL, CA
Past

February 4, 2004 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
SAN RAFAEL, CA
Past

February 4, 2004 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
SAN RAFAEL, CA
Past

February 21, 2003 - January 22, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
SAN FRANCISCO, CA
Past

February 21, 2003 - January 22, 2004

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

February 21, 2003 - January 22, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

February 21, 2002 - October 29, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
SAN FRANCISCO, CA
Past

February 1, 2002 - October 29, 2002

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

February 1, 2002 - October 29, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(3/2/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/15/2002
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 4/12/2007
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 1/31/2002
General Securities Representative Examination

Current Firm

SF
STONEBRIDGE FINANCIAL GROUP
STONEBRIDGE FINANCIAL GROUP | STONEBRIDGE FINANCIAL GROUP, LLC

CRD#: 340200 / SEC#: 801-135258

RIA
Registered Investment Advisory firm - (1/29/2026 120-Day Approval)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
100 Smith Ranch Road, Suite 112, San Rafael, CA 94903
Mailing Address
Phone number
(415) 461-4961
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (1/2/2026)
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STONEBRIDGE FINANCIAL GROUP

CRD#: 340200San Rafael, CA 94903

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