Kyle Singleton

STONEBRIDGE FINANCIAL GROUP

SAN RAFAEL, CA 94903

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CRD#: 6856520

Professional summary

Kyle Singleton is a registered financial advisor currently at STONEBRIDGE FINANCIAL GROUP located in San Rafael, California.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Kyle has worked at 2 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Aliases

None

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.

1)DBA Stonebridge Financial Group https://www.stonebridgefinancialgrp.com/; email: kylesingleton@stonebridgefinancialgrp.com; 2. Durable POA of immediate family trust

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Singleton'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 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

January 25, 2018 - March 4, 2026

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

SAN RAFAEL, CA

Past

December 20, 2017 - March 4, 2026

EQUITABLE ADVISORS, LLC

CRD#: 6627

SAN RAFAEL, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STONEBRIDGE FINANCIAL GROUP

STONEBRIDGE FINANCIAL GROUP | STONEBRIDGE FINANCIAL GROUP, LLC

CRD#: 340200 / SEC#: 801-135258

RIA

Registered Investment Advisory firm - (1/29/2026 Approved)

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)

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

What does exam status mean?

State Security Law Exam

IAR

Series 66

Status Unavailable

Passed: 3/9/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 12/20/2017

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Status Unavailable

Passed: 11/23/2021

General Securities Principal Examination

Current Firm

STONEBRIDGE FINANCIAL GROUP

STONEBRIDGE FINANCIAL GROUP | STONEBRIDGE FINANCIAL GROUP, LLC

CRD#: 340200 / SEC#: 801-135258

RIA

Registered Investment Advisory firm - (1/29/2026 Approved)

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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

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (8/7/2026)

Regulatory assets under management

Total Number of Accounts	1,871
AUM (Assets Under Management)	$ 895,995,473

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.

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Advisor Monitoring

Firm Stability Insights

Kyle Singleton

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Singleton's CRS (Customer Relationship Summary).

Certified licenses

Experience

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

STONEBRIDGE FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 66

Passed: 3/9/2017

SIE

Passed: 10/1/2018

Series 7

Passed: 12/20/2017

Series 24

Passed: 11/23/2021

Current Firm

STONEBRIDGE FINANCIAL GROUP

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STONEBRIDGE FINANCIAL GROUP

TRUST BUT VERIFY

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