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Stonebridge Financial Group, LLC CRD 327529
$2.28B regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
602 North Front Street, Wormleysburg, PA 17043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-02 |
Branch Locations
602 North Front Street, Wormleysburg, PA 17043 • United States
26A East Roseville Road, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fulton Bank | Lancaster | PA | 05/2011 | 11/2016 |
| M&T Bank | Hummelstown | PA | 11/2016 | 02/2020 |
| Murray | Lancaster | PA | 02/2020 | 12/2022 |
| Triad Advisors | Norcross | GA | 01/2023 | 12/2023 |
| Triad Hybrid Solutions | Norcross | GA | 01/2023 | 12/2023 |
| Stonebridge Financial Group, Llc | Wormleysburg | PA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-10 |
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