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Nick is the Director of Wealth Management at Stonebridge Financial Group. He began his career in business management and client relations and quickly moved towards financial services when he began managing the finances for several small companies. This transition led him into the Forex space where he facilitated trading between the Euro and US dollar for a company that distributed products from Europe. Nick moved into financial services in 2014 by becoming a Financial Consultant with his current broker-dealer, now Equitable Advisors. In 2017 Nick joined Blair Martin and Stonebridge Financial Group with a focus to help grow and service the needs of the expanding firm. He holds an Accredited Investment Fiduciary designation (AIF), in addition to his Series 7, 66, CA LAH. Nick enjoys hiking and trekking, having hiked through the Andes at a max altitude of 15,944ft. He lives in Marin with his wife and son.
California Insurance License #0K08513
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Stonebridge Financial Group’s commitment to providing strategic financial services encompasses every step from the creative design and implementation process to ongoing client support – resulting in an exceptional degree of client service.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
Stonebridge Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
PPG-5461282 (07/23) (Exp. 07/27)
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