Scott Thomas Fleming

Stonebridge Advisors LLC

37 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment Management

Stonebridge Advisors LLC

Compensation

Fee-Only (AUM)

Firm Size

7 advisors

Number of Clients

281 clients

Average Client Portfolio

$38.6M average

Assets Under Management

$10.8B

Fee Structure

Minimum Investment:$250K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $50.0M	0.00%
$50M+	0.00%

Fees negotiable for accounts over $50 million.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

187 Danbury Road, Wilton, CT, 06897

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History

Regulatory History (1)

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Regulatory

January 2000

Final

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Employment History

Current Registrations

Stonebridge Advisors LLC

March 2005 - Present · 20 yrs 11 mos

Previous Registrations

Stonebridge Asset Management,llc

May 2003 - March 2011 · 7 yrs 10 mos

Spectrum Asset Management, INC.Broker

October 1987 - December 1999 · 12 yrs 2 mos

Drexel Burnham Lambert IncorporatedBroker

January 1985 - August 1987 · 2 yrs 7 mos

State Registrations2 states

CTTX

Advisor

Exams

No exam information available for this advisor.