Sewickley Financial LLC

Sewickley Financial LLC (CRD# 172459) is a financial advisory firm headquartered in , . They manage $7,500,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $500,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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

Financial Advisors at Sewickley Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Eric N. Carlson
CRD#: 4633051
Sewickley, PA
93
Wealthminder
score

Eric Carlson (CRD# 4633051) is an Investment Advisor Representative working at Sewickley Financial LLC in Sewickley, PA and has over 13 years of experience in the finance industry.

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