Sevenbridge Financial Group, LLC

Sevenbridge Financial Group, LLC (CRD# 281037) is a financial advisory firm headquartered in Harrisburg, PA. They manage $208,475,596 in 700 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    208
    MILLION
  • Total Number of Accounts
    700
    ACCOUNTS
  • Average Account Value
    $297,822
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA, TX

Financial Advisors at Sevenbridge Financial Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Charles R. Eberly
CRD#: 2279144
3401 North Front Street, Suite 301, Harrisburg, PA 17110
83
Wealthminder
score

Charles Eberly (CRD# 2279144) is an Investment Advisor Representative working at Sevenbridge Financial Group, LLC in Harrisburg, PA and has over 24 years of experience in the finance industry.

2
Lawrence J. Defluri
CRD#: 2788563
3401 North Front Street, Suite 301, Harrisburg, PA 17110
63
Wealthminder
score

Lawrence Defluri (CRD# 2788563) is an Investment Advisor Representative working at Sevenbridge Financial Group, LLC in Harrisburg, PA and has over 20 years of experience in the finance industry.

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