SEVENBRIDGE FINANCIAL GROUP, LLC

SEVENBRIDGE FINANCIAL GROUP, LLC of HARRISBURG, PA is an SEC-registered investment adviser (CRD 281037). Regulatory assets under management: $731.1M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (9)

NameRoleLocation
Charles Ronald EberlyMANAGING MEMBER; MANAGING PARTNER; MANAGING PARTNER, CHIEF INVESTMENT OFFICER
Porscha Williams SavageCHIEF COMPLIANCE OFFICER
Justin FerraccioMANAGING MEMBER; MANAGING PARTNER, CHIEF FINANCIAL OFFICER
Lawrence John DefluriMANAGING MEMBER; MANAGING PARTNER
BERNSTEIN DANIEL ADAMCHIEF COMPLIANCE OFFICER
DEFLURI LAWRENCE JOHNMANAGING MEMBER; MANAGING PARTNER; MEMBER
EBERLY CHARLES RONALDCHIEF COMPLIANCE OFFICER AND MEMBER; MANAGING MEMBER; MANAGING PARTNER (+2 more)
MCCONAHY MICHAELCHIEF COMPLIANCE OFFICER
SAVAGE PORSCHA WILLIAMSCHIEF COMPLIANCE OFFICER

More on this firm