Niva WealthLet’s talk

Angelo Graci

EVP, PM at Stonebridge Advisors

No current adviser or broker registrationSEC record checked 17 October 2026

0
Past adviser firms
4
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Angelo Graci is EVP, PM of Stonebridge Advisors LLC, a Wilton investment adviser managing $11.8B. Angelo Graci has passed the Series 7, Series 24, Series 63 and SIE.

Role at Stonebridge Advisors

Title on Schedule A
EVP, PM
Control
Angelo Graci is not a control person of Stonebridge Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Angelo Graci has held the filed role since January 2022.

The firm

Stonebridge Advisors LLC
Wilton, CT

Form ADV filed 18 March 2026

$11.8B AUM255 clients9 advisers1 offices

Career on record

Firms and exams, newest first
  1. Passed SIE · 2018
  2. Passed Series 63 · 2015
  3. Passed Series 24 · 2011
  4. Passed Series 7 · 2000

Registrations and exams

No current adviser or broker registration. Angelo Graci has passed 4 qualifying exams.

Examinations

Series 639 June 2015
Name
Uniform Securities Agent State Law Examination
Series 2429 June 2011
Name
General Securities Principal Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 73 August 2000
Name
General Securities Representative Examination

Individual record

Full name
Angelo Dominick Graci
CRD
4228662
Firm
Stonebridge Advisors LLC
Registration status
No current adviser or broker registration
Firm bio
stonebridgeft.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Stonebridge lists Angelo Graci as executive vice president, head of credit research and portfolio manager. The biography says he manages the team of investment analysts. Official firm biography

Education

Common questions

Where does Angelo Graci work?

Angelo Graci has been EVP, PM of Stonebridge Advisors LLC since January 2022.

Source: Form ADV, Schedule A, filed 18 March 2026

Does Angelo Graci have a current investment-adviser registration?

Angelo Graci has no current investment-adviser or broker registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Angelo Graci passed?

Angelo Graci has passed 4 licensing exams: the Series 7, Series 24, Series 63 and SIE. The earliest, the Series 7, was passed in August 2000.

Source: IAPD individual record, checked 17 October 2026

Leadership at Stonebridge Advisors

Sources

  1. IAPD individual record, CRD 4228662. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Stonebridge Advisors LLC, filed 18 March 2026. Title, control and ownership bands.
  3. Stonebridge Advisors team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Angelo Graci or Stonebridge Advisors LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.