Advisor at Stonebridge Financial Group
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Firm
Stonebridge Financial Group
Location
San Rafael, CA 94903
Credentials
Series 66
Industry experience
7 years
Kyle Daniels is a financial advisor with Stonebridge Financial Group in San Rafael, CA, holding a Series 66 credential and seven years of industry experience. Prior to joining Stonebridge, he worked at Equitable Advisors and Axa-Advisors. He serves on the board of the Autism Society San Francisco Bay Area and is a co-trustee for his brother’s special needs trust. Stonebridge Financial Group provides wealth management, financial consulting, and retirement plan advisory services to individuals, families, business owners, and other entities. The firm uses a variety of securities and analytical methods to build portfolios and may recommend third-party independent managers through program platforms.
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
2018 - 2026 (8 years)
Axa-Advisors, Llc
2018 - 2020 (2 years)
UnEMPLOYED
2018 - 2018 (1 year)
California Polytechnic University
2017 - 2018 (1 year)
Muscle Milk
2017 - 2017 (1 year)
Unemployed
2017 - 2017 (1 year)
Stavros Group
2017 - 2017 (1 year)
California Polytechnic University
2015 - 2017 (2 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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