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

FIND A STONEBRIDGE CAPITAL PARTNERS LLC FINANCIAL ADVISOR NEAR ME

Find, Compare and Monitor Financial Advisors at STONEBRIDGE CAPITAL PARTNERS LLC

CRD#: 328918
BD

Looking for a Financial Advisor at STONEBRIDGE CAPITAL PARTNERS LLC?

We have compiled every financial advisor who works at STONEBRIDGE CAPITAL PARTNERS LLC in our database for you to search through. On this page, you will be able to find the closest financial advisors to you geographically, advisors with specific certifications that you are looking for, as well as many other filtering capabilities to help you search.

If you need additional assistance finding the specific financial advisor you are looking for, please use our search tool below and type in either their name or CRD number.

FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for STONEBRIDGE CAPITAL PARTNERS LLC Comes From

Understanding the Statistics for STONEBRIDGE CAPITAL PARTNERS LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
201 Shipyard Way, Suite F, Newport Beach, CA 92663
Mailing Address
201 Shipyard Way, Suite F, Newport Beach, CA 92663
Firm Size
Small
Phone Number
(949) 422-7528
Established
Delaware since 09/15/2023
Firm Type
Limited Liability Company
Fiscal year end
June
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
ARGONAUT LLCDIRECT OWNER
ATTANASIO, ELIZABETH MARIEFINOP5325007
BARLOW, BRADLEYCEO, CCO, REGISTERED PRINCIPAL7837380

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

How Do I Determine Which Firm to Work With?

Advisor's working at STONEBRIDGE CAPITAL PARTNERS LLC

EA

Elizabeth Marie Attanasio

Elizabeth Attanasio, Elizabeth Marie Rice
RR
CRD#: 5325007
Location:
Pittsburgh, PA 15219

Registered Affiliation(s):FNB AMERICA SECURITIES LLC

Disclosures:
Experience:
16 years
BB

Bradley Barlow

RR
CRD#: 7837380
Location:
Newport Beach, CA 92663

Registered Affiliation(s):STONEBRIDGE CAPITAL PARTNERS LLC

Disclosures:
Experience:
2 years
JT

Jonathan Nicholas Tantillo

Jonathan N Tantillo, Jonathan Tantillo
RR
CRD#: 7836697
Location:
Newport Beach, CA 92663

Registered Affiliation(s):STONEBRIDGE CAPITAL PARTNERS LLC

Disclosures:
Experience:
2 years
Name or CRD#
Location
Firm name (optional)
Credentials
Advisor type
Disclosures
Experience (Years)

Compare statistics for financial advisors here.

Review financial advisor disclosures here.

footer-logo

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.