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Brian Douglas Mccarver

STONEBRIDGE FINANCIAL GROUP, LLC·WORMLEYSBURG, Pennsylvania
SIE, Series 7, Series 31, Series 66CFPClean record17 years registeredSTONEBRIDGE FINANCIAL GROUP, LLC
602 NORTH FRONT STREET, WORMLEYSBURG, PA 17043CRD# 2933493Firm CRD# 327529

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Douglas Mccarver · WORMLEYSBURG, PA
Registration
CRD #2933493 · STONEBRIDGE FINANCIAL GROUP, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

STONEBRIDGE FINANCIAL GROUP, LLC
Feb 2024 – present
TRIAD HYBRID SOLUTIONS
Oct 2018 – Feb 2024
Wormleysburg, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Mar 2013 – Oct 2018
WORMLEYSBURG, PA
WELLS FARGO ADVISORS, LLC
May 2009 – Mar 2013
LEMOYNE, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 31
Series 66
Registration record
First registered · May 4, 2009
Years registered · 17
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STONEBRIDGE FINANCIAL GROUP, LLC
CRD 327529 · SEC 801-129034
AUM
$1.6B
Regulatory assets under management
Employees
26
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 →
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Frequently Asked Questions

What services does Brian Douglas Mccarver offer?
Brian Douglas Mccarver specializes in Financial Planning, Investment Management. Contact their office in WORMLEYSBURG, Pennsylvania for a consultation.
What are Brian Douglas Mccarver's credentials?
Brian Douglas Mccarver holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Brian Douglas Mccarver located?
Brian Douglas Mccarver 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 Brian Douglas Mccarver charge for services?
Brian Douglas Mccarver'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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Other Advisors at STONEBRIDGE FINANCIAL GROUP, LLC

Cody Gehman
WORMLEYSBURG, PA
Bradley Joel Sanders
WORMLEYSBURG, PA
CFP
Jeffrey Ryan Kline
WORMLEYSBURG, PA
Kristopher Joseph Korzi
WORMLEYSBURG, PA
CFP
Jonathan Scott Freeman
WORMLEYSBURG, PA
CFPCFA

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