AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MN

Marcus Nilsson

STONEBRIDGE FINANCIAL GROUP
SAN RAFAEL, CA 94903
Some features on this profile are disabled
CRD#: 4990631
MN

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.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Marcus Avi Daniel Nilsson | Marcus Daniel Nilsson

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 Marcus Nilsson'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®
None

Experience

Current

March 4, 2026 - Present

STONEBRIDGE FINANCIAL GROUP

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

November 2, 2021 - March 5, 2026

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
SAN RAFAEL, CA
Past

May 7, 2021 - March 5, 2026

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
SAN RAFAEL, CA
Past

September 26, 2005 - October 21, 2010

CITADEL SECURITIES LLC

BD
CRD#: 116797
MIAMI, FL
Past

June 28, 2005 - September 23, 2005

EQUITEC PROPRIETARY MARKETS, LLC

BD
CRD#: 113728
CHICAGO, IL

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
(3/4/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/14/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/7/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/16/2020
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 45
Date: 11/11/2002
PCX Floor Broker Exam

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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See 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

TRUST BUT VERIFY

Monitor Marcus Nilsson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

MS
Maximilian SoaresAdvisorCheck Check Mark
CHARLES SCHWAB & CO., INC.
RR
Upland, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.