Financial ADVSR advisor directory · SEC adviser records
Stonebridge Financial Group, LLC financial advisors in Pennsylvania
Every SEC-registered investment adviser representative at a Stonebridge Financial Group, LLC office in Pennsylvania, by city and A to Z.
The short answer
23 registered advisors work at Stonebridge Financial Group, LLC in Pennsylvania, out of 23 nationwide; it's the firm's number 1 state by advisors, and the most are in Wormleysburg (19). 6 list the CFP designation and 18 are also registered broker representatives.
Stonebridge Financial Group, LLC advisors by city in Pennsylvania
Every firm in Pennsylvania →Stonebridge Financial Group, LLC advisors in Pennsylvania, A to Z
Search by name →- Todd F. BogdaLancaster
- Shari L. DietzWormleysburg
- Jonathan S. FreemanWormleysburg · Certified Financial Planner, Chartered Financial Analyst
- Jacob B. FreyYork · Certified Financial Planner
- Cody GehmanWormleysburg
- Isabel C. GleasonLancaster
- Lindsay GriesemerWormleysburg
- Carly A. HopkinsWormleysburg
- Jacob KeeportsWormleysburg
- Jeffrey R. KlineWormleysburg
- Kristopher J. KorziWormleysburg · Certified Financial Planner
- Charles J. Laporta IVWormleysburg
- Lonn E. LeboWormleysburg
- Noah C. LeftridgeYork
- Brian D. McCarverWormleysburg · Certified Financial Planner
- Daniel S. McGarveyWormleysburg
- Daniel NewellWormleysburg
- Jeremy T. RiversWormleysburg · Certified Financial Planner
- Bradley J. SandersWormleysburg · Certified Financial Planner
- Robert B. SeidenWormleysburg
- Nicole TyminskiWormleysburg
- Aedan M. WilkinsonWormleysburg
- Samantha L. ZimmermanWormleysburg
Stonebridge Financial Group, LLC advisors in every state →Stonebridge Financial Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Stonebridge Financial Group, LLC financial advisors are in Pennsylvania?
23 investment adviser representatives are registered at Stonebridge Financial Group, LLC offices in Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 23 at the firm nationwide. 6 list the CFP designation and 18 are also registered as broker representatives.
Where in Pennsylvania does Stonebridge Financial Group, LLC have the most advisors?
Wormleysburg, with 19, then Lancaster (2). Stonebridge Financial Group, LLC has advisors in 3 cities in Pennsylvania.
How do I check a Stonebridge Financial Group, LLC advisor in Pennsylvania?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Stonebridge Financial Group, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.