Advisor at Stonebridge Capital Management NW, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Ruidoso, NM
Credentials
Series 63, Series 65
Industry experience
21 years
Walker Sandlin is a financial advisor at Stonebridge Capital Management NW, LLC with 21 years of industry experience. He has been with Stonebridge since 2008. Sandlin holds Series 63 and Series 65 designations. Stonebridge Capital Management NW, LLC provides discretionary portfolio management and investment supervisory services primarily to individuals, high net worth clients, and charitable institutions. The firm customizes investment allocations using a three-part framework of Core, Alpha, and Alternatives strategies, emphasizing professional judgment and discretionary trading authority.
Based on Stonebridge Capital Management NW, LLC
Based on Stonebridge Capital Management NW, LLC
$0 - $1,000,000: 1.25% annually $1,000,000 - $3,000,000: 1.00% annually $3,000,000+: 0.75% annually
Minimum fee: Minimum portfolio fee of $50.00 per quarter Fee-only: Advisory fees charged; no commissions received by the firm
Ruidoso, NM
California · New Mexico · Washington
Stonebridge Capital Management NW, LLC
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Series 63, Series 65
Alto, NM
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Michael Anderson is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera since 1999. Outside of his advisory role, Anderson is the sole proprietor of a CPA firm, which he has owned since 1987. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, employing a combination of advisor-managed accounts, model portfolios, and third-party managed solutions.
CFP®, ChFC®, Series 66
Ruidoso, NM
Edward Jones
CFP®, ChFC®, Series 66
Ruidoso, NM
Edward Jones
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LPL Financial
Jay Mathis is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Momentum and LPL Financial in earlier periods. Outside of finance, he provides labor services at El Sueno Bed and Breakfast, a small hospitality business in Alto, New Mexico. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm supports various investment approaches through in-house research, model portfolios, third-party managers, and customized client solutions delivered via a large network of investment adviser representatives.
Series 66
Ruidoso, NM
Edward Jones
Series 66
Ruidoso, NM
Edward Jones
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