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Nanette Shepard Fleming

Stonebridge Advisors LLC

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About Nanette Shepard Fleming

Nanette Fleming is an Investment Advisor Representative with Stonebridge Advisors LLC. Nanette has been in the industry since August 2004. Nanette is registered with the state of Connecticut and has her Series 65 license. Nanette specializes in portfolio management for businesses, individuals, and investment companies. Stonebridge Advisors LLC has been in business since January 2005 and manages over $10 billion in assets.

Firm Information

Nanette Fleming is currently registered with Stonebridge Advisors LLC. Stonebridge Advisors LLC is an investment advisor based in Wilton, CT. The firm manages over $10 billion in assets for individuals, businesses, investment companies, and endowments. They specialize in portfolio management services and provide wealth management advice.
Stonebridge Advisors LLC

10 WESTPORT ROAD

WILTON, CT 06897-4543

$10.04B

Assets Under Management

10

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nanette Fleming’s Registration & Firm History

CT

03/15/2005 - Present

Stonebridge Advisors LLC (WILTON CT)

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Licenses & Designations

IA

Issued 08/03/2004

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nanette Shepard Fleming.
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