Partner - Personal Wealth Management · Stonebridge Financial Group, LLC
Bradley J. Sanders
CRD 5368469 · Named on Form ADV at one SEC-registered adviser
At a glance
Stonebridge Financial Group, LLC, an SEC-registered wealth manager based in Wormleysburg, PA with $2.3 billion in regulatory assets, lists Bradley J. Sanders on its Form ADV as Partner - Personal Wealth Management.
Firms and roles
- Stonebridge Financial Group, LLCPartner - Personal Wealth ManagementWealth manager · Wormleysburg, PA · $2.3B in regulatory assets
AtlasMembers
Bradley’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Brian D. McCarverManaging Partner, Stonebridge Financial Group, LLC
- Cody GehmanCCO, Stonebridge Financial Group, LLC
- Jeffrey R. KlinePartner - Corporate Retirement Plan Services, Stonebridge Financial Group, LLC
- Jonathan S. FreemanManaging Partner, Stonebridge Financial Group, LLC
- Kristopher J. KorziPartner - Portfolio Management, Stonebridge Financial Group, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bradley’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.