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SEVENBRIDGE FINANCIAL GROUP, LLC
SEVENBRIDGE FINANCIAL GROUP, LLC
HARRISBURG, Pennsylvania
·
4 registered advisors
·
CRD# 281037
SEC# 801-106522
1
(717) 775-8661
01
Firm Overview
AUM
$552M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SEVENBRIDGE FINANCIAL GROUP, LLC
4 registered advisors
Charles Ronald Eberly
HARRISBURG, Pennsylvania
CRD# 2279144
Lawrence John Defluri
HARRISBURG, Pennsylvania
CRD# 2788563
Michael Mcconahy
HARRISBURG, Pennsylvania
CRD# 5587133
Porscha Williams Savage
HARRISBURG, Pennsylvania
CRD# 6034090
05
Office Locations
HARRISBURG, Pennsylvania
4 advisors
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Data sourced from SEC Form ADV filings. SEVENBRIDGE FINANCIAL GROUP, LLC (CRD# 281037) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.