Unclaimed Profile

Bradley Joel Sanders

STONEBRIDGE FINANCIAL GROUP, LLC·WORMLEYSBURG, Pennsylvania

SIE, Series 7, Series 63, Series 66CFPClean record19 years registeredSTONEBRIDGE FINANCIAL GROUP, LLC

602 NORTH FRONT STREET, WORMLEYSBURG, PA 17043CRD# 5368469Firm CRD# 327529

Profile Verification

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

Identity

Bradley Joel Sanders · WORMLEYSBURG, PA

Registration

CRD #5368469 · STONEBRIDGE FINANCIAL GROUP, LLC · 19 years registered

Brand Profile

Not yet started

Career History

STONEBRIDGE FINANCIAL GROUP, LLC

Feb 2024 – present

TRIAD HYBRID SOLUTIONS

Oct 2018 – Feb 2024

Wormleysburg, PA

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Jan 2018 – Nov 2018

WORMLEYSBURG, PA

ECON WEALTH MANAGEMENT

Oct 2015 – Jan 2018

HARRISBURG, PA

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Aug 2007 – Oct 2015

HARRISBURG, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · August 9, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STONEBRIDGE FINANCIAL GROUP, LLC

CRD 327529 · SEC 801-129034

AUM

$1.6B

Regulatory assets under management

Employees

3,697 client accounts

Services offered by STONEBRIDGE FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STONEBRIDGE FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Bradley Joel Sanders offer?

Bradley Joel Sanders specializes in Financial Planning, Investment Management. Contact their office in WORMLEYSBURG, Pennsylvania for a consultation.

What are Bradley Joel Sanders's credentials?

Bradley Joel Sanders holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Bradley Joel Sanders located?

Bradley Joel Sanders is based in WORMLEYSBURG, Pennsylvania, working with STONEBRIDGE FINANCIAL GROUP, LLC. Their office serves clients in the WORMLEYSBURG metropolitan area and surrounding communities.

How does Bradley Joel Sanders charge for services?

Bradley Joel Sanders's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STONEBRIDGE FINANCIAL GROUP, LLC?

STONEBRIDGE FINANCIAL GROUP, LLC has approximately 26 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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