Adviser and broker representative · Stonebridge Financial Group, LLC
Carly A. Hopkins
CRD 6797478 · Wormleysburg, PA
At a glance
Carly A. Hopkins is an investment adviser representative with Stonebridge Financial Group, LLC in Wormleysburg, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Carly’s SEC record dates to 2024, about 2 years ago. Carly is also registered as a broker representative.
Current advisory firm
- Stonebridge Financial Group, LLCSince September 2024Wormleysburg, PA · $2.3B in regulatory assets
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Carly’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Stonebridge Financial Group, LLC
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- Jonathan S. FreemanWormleysburg · Certified Financial Planner, Chartered Financial Analyst
- Cody GehmanWormleysburg
- Lindsay GriesemerWormleysburg
- Jacob KeeportsWormleysburg
- Jeffrey R. KlineWormleysburg
- Kristopher J. KorziWormleysburg · Certified Financial Planner
- Charles J. Laporta IVWormleysburg
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