Stoneridge Pmg Advisors, LLC

Stoneridge Pmg Advisors, LLC (CRD# 107662) is a financial advisory firm headquartered in West Conshohocken, PA. They manage $1,365,882,175 in 61 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,366
    MILLION
  • Total Number of Accounts
    61
    ACCOUNTS
  • Average Account Value
    $22,391,511
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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.

CA, PA

Financial Advisors at Stoneridge Pmg Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Anthony J. Basile
CRD#: 1184601
Four Falls Corporate Center, New York, NY 10004
93
Wealthminder
score

Anthony Basile (CRD# 1184601) is an Investment Advisor Representative working at Stoneridge Pmg Advisors, LLC in New York, NY and has over 24 years of experience in the finance industry.

2
Gail M. Habecker
CRD#: 2293315
Four Falls Corporate Center, 6th Floor, West Conshohocken, PA 19428
93
Wealthminder
score

Gail Habecker (CRD# 2293315) is an Investment Advisor Representative working at Stoneridge Pmg Advisors, LLC in West Conshohocken, PA and has over 24 years of experience in the finance industry.

3
Richard A. Zackroff
CRD#: 475562
Four Falls Corporate Center, 6ht Floor, West Conshohocken, PA 19428
93
Wealthminder
score

Richard Zackroff (CRD# 475562) is an Investment Advisor Representative working at Stoneridge Pmg Advisors, LLC in West Conshohocken, PA and has over 28 years of experience in the finance industry.

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