Merrill
47yrs
Top advisor by experience in Chattanooga
24yrs
Based in Chattanooga, Tennessee, David Babb is a fiduciary financial advisor with 24 years of industry experience. David has been with Stone Bridge Asset Management since 2011; before that, David spent two years at Ashdon Investment Management and four years at Merrill. Stone Bridge Asset Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 433 advisors with offices in Chattanooga, and one of 373 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 70% of advisors in Tennessee
Office240 Forest Avenue Suite 101, Chattanooga, TN 37405
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$350,358
Advisors at the firm3
States licensed ?2 states
Services through Stone Bridge Asset Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2011 – nowStone Bridge Asset Management, LLCCurrent firm
- Aug 2010 – Mar 2012Ashdon Investment Management, LLCPreviously
- 2005 – 2009MerrillPreviously
- Sep 2004 – Aug 2005Truist Investment Services, Inc.Previously
- 2002 – 2004MerrillPreviously
Contact David
Local office(423) 708-4080Ask for David. (423) 605-4645Main office 240 Forest Avenue Suite 101Chattanooga, TN 37405Office · Get directions Firm websiteHTTPS://WWW.STONEBRIDGE-AM.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask David
Tailored to David’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call David’s local office at (423) 708-4080 or the Stone Bridge Asset Management main office at (423) 605-4645, and ask for David Babb.
How long has David been a financial advisor?
David has been in the industry since 2002, about 24 years. More experience than 70% of advisors in Tennessee.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Stone Bridge Asset Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
LPL Financial
46yrs
Top 1% by experience in Chattanooga
Garth & Brown Investment Management
45yrs
Top 1% by experience in Chattanooga
Merrill
45yrs
Top 1% by experience in Chattanooga
Southbridge Capital Partners
45yrs
Top 1% by experience in Chattanooga
ON Investment Management
44yrs
Top 1% by experience in Chattanooga