Unclaimed Profile

Michael Mcconahy

SEVENBRIDGE FINANCIAL GROUP, LLC·HARRISBURG, Pennsylvania

SIE, Series 7, Series 66Clean record17 years registeredSEVENBRIDGE FINANCIAL GROUP, LLC

3401 NORTH FRONT STREET, HARRISBURG, PA 17110CRD# 5587133Firm CRD# 281037

Profile Verification

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

Identity

Michael Mcconahy · HARRISBURG, PA

Registration

CRD #5587133 · SEVENBRIDGE FINANCIAL GROUP, LLC · 17 years registered

Brand Profile

Not yet started

Career History

ETHOS FINANCIAL GROUP, LLC

Aug 2022 – present

ALMANACK INVESTMENT PARTNERS

May 2016 – Aug 2022

Harrisburg, PA

SEVENBRIDGE FINANCIAL GROUP, LLC

Aug 2015 – May 2016

HARRISBURG, PA

WELLS FARGO ADVISORS, LLC

Nov 2008 – Sep 2015

LEMOYNE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 21, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 Michael Mcconahy offer?

Michael Mcconahy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HARRISBURG, Pennsylvania for a consultation.

What are Michael Mcconahy's credentials?

Michael Mcconahy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Mcconahy located?

Michael Mcconahy 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 Michael Mcconahy charge for services?

Michael Mcconahy'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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