Unclaimed Profile

Charles Ronald Eberly

SEVENBRIDGE FINANCIAL GROUP, LLC·HARRISBURG, Pennsylvania

SIE, Series 7, Series 31, Series 63, Series 6526 years registeredSEVENBRIDGE FINANCIAL GROUP, LLC

3401 NORTH FRONT STREET, HARRISBURG, PA 17110CRD# 2279144Firm CRD# 281037

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Ronald Eberly · HARRISBURG, PA

Registration

CRD #2279144 · SEVENBRIDGE FINANCIAL GROUP, LLC · 26 years registered

Brand Profile

Not yet started

Career History

SEVENBRIDGE FINANCIAL GROUP, LLC

Aug 2015 – present

WELLS FARGO ADVISORS, LLC

Feb 2000 – Sep 2015

LEMOYNE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · February 25, 2000

Years registered · 26

Disclosure History

2003Customer Dispute·Denied

2002Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SEVENBRIDGE FINANCIAL GROUP, LLC

CRD 281037 · SEC 801-106522

AUM

$552M

Regulatory assets under management

Employees

1,049 client accounts

Services offered by SEVENBRIDGE FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SEVENBRIDGE FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Charles Ronald Eberly offer?

Charles Ronald Eberly specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HARRISBURG, Pennsylvania for a consultation.

What are Charles Ronald Eberly's credentials?

Charles Ronald Eberly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Ronald Eberly located?

Charles Ronald Eberly is based in HARRISBURG, Pennsylvania, working with SEVENBRIDGE FINANCIAL GROUP, LLC. Their office serves clients in the HARRISBURG metropolitan area and surrounding communities.

How does Charles Ronald Eberly charge for services?

Charles Ronald Eberly's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SEVENBRIDGE FINANCIAL GROUP, LLC?

SEVENBRIDGE FINANCIAL GROUP, LLC has approximately 6 employees and manages $552M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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