Advisor at Stonebridge Financial Group
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Firm
Stonebridge Financial Group
Location
San Rafael, CA 94903
Credentials
Series 66
Industry experience
23 years
Blair Martin is a financial advisor with Stonebridge Financial Group in San Rafael, CA, holding a Series 66 designation and 23 years of industry experience. Prior to joining Stonebridge in 2026, he spent 17 years at Equitable Advisors and 11 years at Axa Advisors. Outside of his advisory work, Martin is a partner at Toby Lane Vineyards, a business involved in the production and sale of wine. Stonebridge Financial Group provides wealth management, financial consulting, and retirement plan advisory services to individuals, families, business owners, and other entities. The firm employs a diverse investment approach that includes discretionary portfolio management and uses a wide range of securities and analytical methods to construct portfolios.
Based on Stonebridge Financial Group
Financial Consulting fees up to $50,000 per engagement, fixed as detailed in Consulting Agreement
Up to 1.5% annually, charged quarterly in advance based on AUM at quarter end
100 Smith Ranch Road, Suite 112
San Rafael, CA 94903
California
Stonebridge Financial Group, LLC
2026 - Present (1 year)
Equitable Advisors
2009 - 2026 (17 years)
Axa Advisors, Llc
2009 - 2020 (11 years)
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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