Mitchell Bortolotto has been an investment adviser representative at Stonebridge Financial Group since March 2026, and is not listed among the firm’s executive officers or direct owners.
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.
Mitchell Bortolotto’s longest registration was 11 years at Equitable Advisors, LLC (2015–2026). Before joining Stonebridge Financial Group in 2026, Mitchell Bortolotto was registered through Equitable Advisors, LLC.
- Stonebridge Financial GroupCurrent– present · under a yearSan Rafael, CA · Adviser representative · Firm CRD 340200
- Equitable Advisors, LLC– · 11 yearsSan Rafael, CA · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Mitchell Bortolotto 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 24 | General Securities Principal Examination | 21 December 2017 |
| Series 66 | Uniform Combined State Law Examination | 11 February 2015 |
| Series 7 | General Securities Representative Examination | 13 January 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Mitchell Louis Bortolotto
- CRD
- 6208516
- Firm
- Stonebridge Financial Group · CRD 340200
- Office
- 100 SMITH RANCH ROAD, SUITE 112, San Rafael, CA 94903
- Registration
- Investment adviser registration
- In the industry since
- January 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Mitchell Bortolotto work?
Mitchell Bortolotto is an investment adviser representative registered through Stonebridge Financial Group, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Mitchell Bortolotto a financial advisor?
Yes. Mitchell Bortolotto has a current investment-adviser registration in California, through Stonebridge Financial Group since March 2026.
How many years of experience does Mitchell Bortolotto have?
Mitchell Bortolotto has 11 years in the financial industry, since January 2015, across 2 adviser firms.
What exams has Mitchell Bortolotto passed?
Mitchell Bortolotto has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in January 2015. FINRA credited Mitchell Bortolotto with the SIE, which began in October 2018.
Where is Mitchell Bortolotto based?
Mitchell Bortolotto’s registered office is in San Rafael, CA.
Is Mitchell Bortolotto registered with FINRA?
No. Mitchell Bortolotto has no current broker registration.
How can I verify Mitchell Bortolotto’s record?
Search CRD 6208516 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mitchell Bortolotto’s full registration record.
