Sewickley Financial LLC

Sewickley Financial LLC (CRD# 172459) is a financial advisory firm headquartered in Sewickley, PA. They manage $11,294,070 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $376,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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
415 Beaver Street, Suite 205, Sewickley, PA 15143

Eric Carlson (CRD# 4633051) is an Investment Advisor Representative working at Sewickley Financial LLC in Sewickley, PA and has over 20 years of experience in the finance industry.

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