Sevenbridge Financial Group, LLC

Sevenbridge Financial Group, LLC (CRD# 281037) is a financial advisory firm headquartered in Harrisburg, PA. They manage $552,209,000 in 1,049 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
3401 North Front Street, Suite 301, Harrisburg, PA 17110
https://www.facebook.com/7bridgefinancial
By the Numbers
  • Total Assets Under Management
    552
    MILLION
  • Total Number of Accounts
    1,049
    ACCOUNTS
  • Average Account Value
    $526,415
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, MD, NC, NJ, NY, PA, TX, VA

Financial Advisors at Sevenbridge Financial Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Lawrence Defluri, financial advisor Harrisburg PA
Lawrence J. Defluri
CRD#: 2788563
3401 North Front Street, Suite 301, Harrisburg, PA 17110

Lawrence Defluri (CRD# 2788563) is an Investment Advisor Representative working at Sevenbridge Financial Group, LLC in Harrisburg, PA and has over 27 years of experience in the finance industry.

2
Charles Eberly, financial advisor Denver CO
Charles R. Eberly
CRD#: 2279144
1720 S. Bellaire Street, Suite 702, Denver, CO 80222

Charles Eberly (CRD# 2279144) is an Investment Advisor Representative working at Sevenbridge Financial Group, LLC in Denver, CO and has over 31 years of experience in the finance industry.

3
Justin Ferraccio, financial advisor Harrisburg PA
Justin Ferraccio
CRD#: 5572782
3401 North Front Street, Suite 301, Harrisburg, PA 17110

Justin Ferraccio (CRD# 5572782) is an Investment Advisor Representative working at Sevenbridge Financial Group, LLC in Harrisburg, PA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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