Marcus Nilsson has been CCO of Stonebridge Financial Group since December 2025, is not listed as a control person, but directly owns under 5% of the firm. Marcus Nilsson holds a BA from the University of California, Berkeley.
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.
Marcus Nilsson is Director of Investment Management of Stonebridge Financial Group. He focuses on investments and financial planning and has been in the financial services industry for over 20 years. His career began in 1997 as a clerk and floor broker on the Pacific Options Exchange in San Francisco, and he became Lead Market Maker for Citadel Investment Group before switching his focus to financial consulting. He provides research on exchange traded funds, mutual funds and stocks for the firm's investment analysis process.
Marcus Nilsson’s longest registration was 4 years at Equitable Advisors, LLC (2021–2026). Before joining Stonebridge Financial Group in 2026, Marcus Nilsson was registered through Equitable Advisors, LLC.
- Stonebridge Financial GroupCurrent– present · under a yearSan Rafael, CA · Adviser representative · Firm CRD 340200
- Equitable Advisors, LLC– · 4 yearsSan Rafael, CA · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Marcus Nilsson is registered as an investment adviser representative in California, since March 2026.
- CaliforniaSince 4 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 14 July 2021 |
| Series 7TO | General Securities Representative Examination | 7 May 2021 |
| SIE | Securities Industry Essentials Examination | 16 November 2020 |
| Series 45 | PCX Floor Broker Exam | 11 November 2002 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- PCX Floor Broker Exam
- CRD
- 4990631
- Firm
- Stonebridge Financial Group · CRD 340200
- Role
- CCO
- Office
- 100 SMITH RANCH ROAD, SUITE 112, San Rafael, CA 94903
- Registration
- Investment adviser registration
- In the industry since
- January 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- stonebridgefinancialgrp.com
Where does Marcus Nilsson work?
Marcus Nilsson has been CCO of Stonebridge Financial Group, LLC since December 2025.
Is Marcus Nilsson a financial advisor?
Yes. Marcus Nilsson has a current investment-adviser registration in California, through Stonebridge Financial Group since March 2026.
How many years of experience does Marcus Nilsson have?
Marcus Nilsson has 10 years in the financial industry, since January 2016, across 2 adviser firms.
What exams has Marcus Nilsson passed?
Marcus Nilsson has passed 4 licensing exams: the Series 45, SIE, Series 7TO and Series 66. The earliest, the Series 45, was passed in November 2002.
Where is Marcus Nilsson based?
Marcus Nilsson’s registered office is in San Rafael, CA.
Is Marcus Nilsson registered with FINRA?
No. Marcus Nilsson has no current broker registration.
How can I verify Marcus Nilsson’s record?
Search CRD 4990631 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Marcus Nilsson’s full registration record.
