Morgan Stanley
45yrs
Top advisor by experience in San Rafael
10yrs
Kyle Singleton
Financial advisor at Stonebridge Financial Group
Based in San Rafael, California, Kyle Singleton is a fiduciary financial advisor with 10 years of industry experience. Kyle joined Stonebridge Financial Group in 2026, after eight years at Equitable Advisors. Stonebridge Financial Group offers financial planning and investment management and is paid through a percentage of assets and flat fees.
One of 427 advisors with offices in San Rafael, and one of 363 fiduciaries.
At a glance
Experience10 years (since 2017)
How that compares ?10 years in the industry
Office100 Smith Ranch Road, Suite 112, San Rafael, CA 94903
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$950,343
Advisors at the firm15
States licensed ?1 state
Services through Stonebridge Financial Group
Financial planningInvestment management for individuals and small businesses
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
- Mar 2026 – nowStonebridge Financial GroupCurrent firm
- 2018 – 2026Equitable Advisors, LLCPreviously
Contact Kyle
(415) 461-4961Stonebridge Financial Group main office 100 Smith Ranch Road, Suite 112San Rafael, CA 94903Office · Get directions Firm websitewww.stonebridgefinancialgrp.com
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Questions to ask Kyle
Tailored to Kyle’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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
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About Kyle
How do I contact Kyle?
Call Stonebridge Financial Group at (415) 461-4961 and ask for Kyle Singleton. Kyle works from the San Rafael, CA office.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2017, about 10 years. 10 years in the industry.
What licenses does Kyle hold?
Series 66. Tap any license on this page to see what it allows.
Is Kyle a fiduciary?
Kyle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kyle paid?
Stonebridge Financial Group reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Kyle 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.
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