Dino Kostakis, CFP<sup>®</sup>

Dino Kostakis, CFP^®

CRPC®,CLU,ChFC

Dino Kostakis, CFP<sup>®</sup> - Financial Advisor

Dino Kostakis, CFP^®

CRPC^®,CLU,ChFC

President

Stonebridge Capital Management

52 Forest Avenue, 2nd Floor
Paramus, NJ 07652

FINANCIAL ADVISOR'S WEBSITE

www.sbcm.net

(973) 244-9696

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

General

Dino Kostakis is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Stonebridge Capital Management in Paramus, NJ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 22, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Consultant (ChFC^®)
Other - Chartered Retirement Planning Counselor (CRPC)

Insurance Licenses

Life insurance: NJ, FL, CA, RI
Health/disability insurance: NJ, FL, CA, RI
Variable annuities: NJ, FL, CA, RI

Broker-Dealer Affiliation

Cadaret, Grant and Co., Inc.

Broker-Dealer Disclaimer

Investment Advisory services offered through Stonebridge Capital Management, a registered investment advisor.
Securities offered through Cadaret, Grant & Co., Inc., 1 Lincoln Center, Syracuse, NY 13202, member, FINRA/SIPC

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Employee Benefits, Mutual Funds, Retirement, Long-term Care

More

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

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