Catherine
Hyder

Stonebridge Financial Planning Group, LLC

CRD#5564096
Investment Advisor
in Orlando, FL

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About this Advisor

Catherine Hyder is a financial advisor based in Orlando, Florida, working with Stonebridge Financial Planning Group, LLC. Catherine has previously held positions at Cnl Securities Corp, Triloma, Triad Advisors, Commonwealth Financial Network, and Stonebridge Financial Planning Group, LLC. Catherine has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Texas. Currently, Catherine is part of Stonebridge Financial Planning Group, LLC, which operates out of Orlando, Florida. The firm has 9 employees and manages assets totaling $219.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, educational seminars, and other services. The fee structure at Stonebridge Financial Planning Group, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

203 Hillcrest Street
Orlando, FL 32801

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Stonebridge Financial Planning Group, LLC Brokerage Details

Total Assets Under Management

$219,821,100

FL Average: $1,855,561,029
Total Number of Employees

9

FL Average: 62
Total Number of Accounts

634

FL Average: 2,474
Average Account Size

$346,721

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other

Catherine Hyder Work History

2022 - Present (3 years)

Commonwealth Financial Network

2022 - Present (3 years)

Stonebridge Financial Planning Group, LLC

2019 - 2022 (3 years)

Triad Advisors

2015 - 2019 (4 years)

Triloma

2008 - 2015 (7 years)

Cnl Securities Corp

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Disclosures

Please visit the SEC profile of Catherine Hyder to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stonebridge Financial Planning Group, LLC

Cole Thomas
Orlando, FL
Catherine Hyder
Orlando, FL
Dianne Webb
Orlando, FL
Rebecca Robey
Orlando, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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