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Kristopher Joseph Korzi

STONEBRIDGE FINANCIAL GROUP, LLC·WORMLEYSBURG, Pennsylvania
SIE, Series 7, Series 66CFPClean record11 years registeredSTONEBRIDGE FINANCIAL GROUP, LLC
602 NORTH FRONT STREET, WORMLEYSBURG, PA 17043CRD# 6458830Firm CRD# 327529

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kristopher Joseph Korzi · WORMLEYSBURG, PA
Registration
CRD #6458830 · STONEBRIDGE FINANCIAL GROUP, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

STONEBRIDGE FINANCIAL GROUP, LLC
Feb 2024 – present
TRIAD HYBRID SOLUTIONS
Nov 2018 – Feb 2024
Wormleysburg, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
May 2015 – Nov 2018
WORMLEYSBURG, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · May 14, 2015
Years registered · 11
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 Kristopher Joseph Korzi offer?
Kristopher Joseph Korzi specializes in Financial Planning, Investment Management. Contact their office in WORMLEYSBURG, Pennsylvania for a consultation.
What are Kristopher Joseph Korzi's credentials?
Kristopher Joseph Korzi holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Kristopher Joseph Korzi located?
Kristopher Joseph Korzi 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 Kristopher Joseph Korzi charge for services?
Kristopher Joseph Korzi'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
Brian Douglas Mccarver
WORMLEYSBURG, PA
CFP
Jonathan Scott Freeman
WORMLEYSBURG, PA
CFPCFA

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