Marcus Nilsson
Professional Summary
Marcus Nilsson, who also goes by Marcus Avi Daniel Nilsson, Marcus Daniel Nilsson, is a registered financial advisor currently at STONEBRIDGE FINANCIAL GROUP located in San Rafael, California. Marcus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Marcus has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 45 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Marcus Avi Daniel Nilsson, Marcus Daniel Nilsson
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
24 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
STONEBRIDGE FINANCIAL GROUP | STONEBRIDGE FINANCIAL GROUP, LLC
Contact Information
Main Address
100 Smith Ranch Road, Suite 112, San Rafael, CA 94903Phone Number
(415) 461-4961# of Employees
21SEC notice filing (22 States and Territories)
Registered to provide investment advisory services in 22 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,871AUM (Assets Under Management)
$895,995,473Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
STONEBRIDGE FINANCIAL GROUP | STONEBRIDGE FINANCIAL GROUP, LLC
State Registrations and Notice Filings
(3/4/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 45 — PCX Floor Broker Exam
Passed Nov 2002Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Marcus Nilsson's CRS (Customer Relationship Summary).
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