Role at Stonebridge Advisors
- Title on Schedule A
- EVP, CIO
- Control
- Robert Wolf is not a control person of Stonebridge Advisors.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Robert Wolf has held the filed role since January 2018.
The firm
Form ADV filed 18 March 2026
Career on record
Robert Wolf has been registered through Stonebridge Advisors since August 2006.
- Stonebridge Advisors LLCCurrent– present · 20 yearsWilton, CT · Adviser representative · Firm CRD 134017
- Passed Series 65 · 2006
- Passed Series 7 and Series 63 · 2000
Registrations and exams
Robert Wolf has a current investment-adviser registration in Connecticut and Texas and has passed 3 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Connecticut | Investment adviser representative | Approved | 24 August 2006 |
| Texas | Investment adviser representative | Approved, resident | 8 November 2025 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved, resident
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 August 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 November 2000 |
| Series 7 | General Securities Representative Examination | 16 October 2000 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Robert Allen Wolf
- CRD
- 4234911
- Registration status
- Investment adviser registration
- Office
- 10 WESTPORT ROAD, SUITE C101, Wilton, CT 06897-4543
- 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 Robert Wolf as chief investment officer. The biography says he oversees investment policies and strategies for portfolio management. Official firm biography
Education
- B.S. in Chemistry, Villanova UniversityOfficial firm biography
- M.B.A. in Finance, New York University Stern School of BusinessOfficial firm biography
Common questions
Where does Robert Wolf work?
Robert Wolf has been EVP, CIO of Stonebridge Advisors LLC since January 2018.
Is Robert Wolf a financial advisor?
Yes. Robert Wolf has a current investment-adviser registration in Connecticut and Texas, through Stonebridge Advisors since August 2006, as of 17 October 2026.
How many years of experience does Robert Wolf have?
Robert Wolf has worked in the financial industry for 20 years as of 17 October 2026, counted from 24 August 2006, across 1 adviser firm.
What exams has Robert Wolf passed?
Robert Wolf has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in October 2000.
Where is Robert Wolf based?
Robert Wolf’s registered office is in Wilton, CT.
Leadership at Stonebridge Advisors
- Scott FlemingChief Executive Officer
- James DykasChief Financial Officer
- Samantha AddonizioChief Compliance Officer & Counsel
- James BowenChairman of the Board
- Angelo GraciEVP, PM
- William JardineSecretary
- David McGarelDirector
- Craig PrichardDirector
- Eric WeaverEVP, PM