Rachel P. Nault

STONEBRIDGE CAPITAL ADVISORS

ST. PAUL, MN 55114-1017

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CRD#: 8256159

Professional summary

Rachel Paige Nault is a registered financial advisor currently at STONEBRIDGE CAPITAL ADVISORS LLC located in St. Paul, Minnesota.

Rachel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Rachel has worked at 1 firm and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rachel Paige Nault'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

August 5, 2026 - Present

STONEBRIDGE CAPITAL ADVISORS LLC

Office #1: 2550 University Avenue West Suite 455-s, St. Paul, MN 55114-1017

RIA

CRD#: 111447

ST. PAUL, MN

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 CAPITAL ADVISORS LLC

CRD#: 111447 / SEC#: 801-53760

RIA

Registered Investment Advisory firm - (1/30/1997 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

Minnesota
(8/5/2026)

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

State Security Law Exam

IAR

Series 65

Date: 8/5/2026

Uniform Investment Adviser Law Examination

Current Firm

STONEBRIDGE CAPITAL ADVISORS LLC

CRD#: 111447 / SEC#: 801-53760

RIA

Registered Investment Advisory firm - (1/30/1997 Approved)

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Contact information

Main Address

2550 University Avenue West Suite 455-s, St. Paul, MN 55114-1017

Mailing Address

Phone number

(651) 251-1000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (35 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STONEBRIDGE CAPITAL ADVISORS, LLC (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,982
AUM (Assets Under Management)	$ 2,266,426,928

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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Rachel P. Nault

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rachel Paige Nault's CRS (Customer Relationship Summary).

Certified licenses

Experience

STONEBRIDGE CAPITAL ADVISORS LLC

Primary Firm SEC Registration

STONEBRIDGE CAPITAL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/5/2026

Current Firm

STONEBRIDGE CAPITAL ADVISORS LLC

Contact information

SEC notice filing (35 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STONEBRIDGE CAPITAL ADVISORS LLC

TRUST BUT VERIFY

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