Stonebridge Financial Group, LLC

Stonebridge Financial Group, LLC (CRD# 327529) is a financial advisory firm headquartered in Wormleysburg, PA. They manage $1,581,641,049 in 3,697 accounts and serve the financial needs of clients across 20 states (or territories).

Current Firm Details
602 North Front Street, Wormleysburg, PA 17043
https://www.stonbridgefg.com/
By the Numbers
  • Total Assets Under Management
    1,582
    MILLION
  • Total Number of Accounts
    3,697
    ACCOUNTS
  • Average Account Value
    $427,817
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DE, FL, GA, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, SC, TX, VA

Financial Advisors at Stonebridge Financial Group, LLC
Showing 11 - 13 of 13 top financial advisors.
11
Charles Laporta, financial advisor Wormleysburg PA
Charles J. Laporta
CRD#: 7324551
602 North Front Street, Wormleysburg, PA 17043

Charles Laporta (CRD# 7324551) is an Investment Advisor Representative working at Stonebridge Financial Group, LLC in Wormleysburg, PA and has over 2 years of experience in the finance industry.

12
Daniel McGarvey, financial advisor Wormleysburg PA
Daniel S. McGarvey
CRD#: 7271707
602 North Front Street, Wormleysburg, PA 17043

Daniel McGarvey (CRD# 7271707) is an Investment Advisor Representative working at Stonebridge Financial Group, LLC in Wormleysburg, PA and has over 3 years of experience in the finance industry.

13
Nicole Tyminski, financial advisor Wormleysburg PA
Nicole Tyminski
CRD#: 7681769
602 North Front Street, Wormleysburg, PA 17043

Nicole Tyminski (CRD# 7681769) is an Investment Advisor Representative working at Stonebridge Financial Group, LLC in Wormleysburg, PA and has 1 year of experience in the finance industry.

PREV ... 1 2

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals