Blair Martin has been Principal of Stonebridge Financial Group since December 2025, is a control person of the firm and directly owns 75% or more of it. Blair Martin holds a BA in International Business and French from the University of Oregon.
Stonebridge Financial Group, LLC is a San Rafael, CA firm with $896M under management, 951 clients and 12 advisers across 3 offices, as of its August 2026 filing.
Blair Martin is the Managing Partner of Stonebridge Financial Group and has more than two decades of experience in financial services. He began his career with American Express Financial Advisors and was recruited to Smith Barney (now Morgan Stanley) in 2004, where he advised business owners and executives on corporate retirement solutions and executive benefits. In 2009, he joined AXA, now Equitable, where he founded Stonebridge Financial Group.
Blair Martin’s longest registration was 16 years at Equitable Advisors, LLC (2009–2026). Before joining Stonebridge Financial Group in 2026, Blair Martin was registered through Equitable Advisors, LLC and Morgan Stanley Smith Barney LLC.
- Stonebridge Financial GroupCurrent– present · under a yearSan Rafael, CA · Adviser representative · Firm CRD 340200
- Equitable Advisors, LLC– · 16 yearsSan Rafael, CA · Adviser representative · Firm CRD 6627
- Morgan Stanley Smith Barney LLC– · under a yearSan Rafael, CA · Adviser representative · Firm CRD 149777
- Citigroup Global Markets Inc.– · 5 yearsSan Rafael, CA · Adviser representative · Firm CRD 7059
- American Express Financial Advisors, Inc.– · under a yearSan Francisco, CA · Adviser representative · Firm CRD 6363
- American Express Financial Advisors, Inc.– · under a yearSan Francisco, CA · Adviser representative · Firm CRD 6363
Professional designations
Listed by Stonebridge Financial Group
- Accredited Investment Fiduciary® (AIF®)
Investment adviser representative registrations
Blair Martin is registered as an investment adviser representative in California, since March 2026.
- CaliforniaSince 2 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 12 April 2007 |
| Series 66 | Uniform Combined State Law Examination | 15 February 2002 |
| Series 7 | General Securities Representative Examination | 31 January 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Blair Lawton Martin
- CRD
- 4011810
- Firm
- Stonebridge Financial Group · CRD 340200
- Role
- Principal
- Office
- 100 SMITH RANCH ROAD, SUITE 112, San Rafael, CA 94903
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2002
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- stonebridgefinancialgrp.com
Where does Blair Martin work?
Blair Martin has been Principal of Stonebridge Financial Group, LLC since December 2025, and is a control person of the firm.
Is Blair Martin a financial advisor?
Yes. Blair Martin has a current investment-adviser registration in California, through Stonebridge Financial Group since March 2026.
How many years of experience does Blair Martin have?
Blair Martin has 24 years in the financial industry, since June 2002, across 5 adviser firms.
What exams has Blair Martin passed?
Blair Martin has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in January 2002. FINRA credited Blair Martin with the SIE, which began in October 2018.
Where did Blair Martin work before Stonebridge Financial Group?
Before Stonebridge Financial Group, Blair Martin was registered through Morgan Stanley Smith Barney LLC, June 2009 to December 2009; Citigroup Global Markets Inc., February 2004 to June 2009; American Express Financial Advisors, Inc., February 2003 to January 2004; American Express Financial Advisors, Inc., February 2002 to October 2002.
Where is Blair Martin based?
Blair Martin’s registered office is in San Rafael, CA.
Is Blair Martin registered with FINRA?
Yes. Blair Martin has a current broker registration, under CRD 4011810.
Source: FINRA BrokerCheck
How can I verify Blair Martin’s record?
Search CRD 4011810 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Blair Martin’s full registration record.
