Daniel Scott Mcgarvey

Employer firm

Stonebridge Financial Group, LLC CRD 327529

$2.28B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2020 → 04/2024
  Triad Advisors
  Norcross, GA
• 08/2010 → 06/2020
  Student
  Williamstown, PA
• 06/2020 → 12/2023
  Triad Hybrid Solutions
  Norcross, GA
• 01/2024 → Present
  Stonebridge Financial Group, Llc
  Wormleysburg, PA
• 04/2024 → Present
  Private Client Services
  Bedminster, NJ

Previous Registrations

• 2020-11-12 → 2023-12-31
  Osaic Advisory Services, Llc
  Wormleysburg, PA
  Atlanta, GA

Other Businesses

1) Stonebridge Financial Group LLC. 602 N Front St, Wormleysburg, PA 17043. RIA. Senior portfolio analyst. 175 hrs/mo; all during trading hrs. 2) Private Client Services, Investment Related; Wormleysburg, PA 17043; Sell financial products; Licensed Admin; 04/2024 Less than 10 hours per month all during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2020-10-29