STONEBRIDGE FINANCIAL GROUP, LLC of WORMLEYSBURG, PA is an SEC-registered investment adviser (CRD 327529). Regulatory assets under management: $2.3B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Brian Douglas Mccarver | MANAGING DIRECTOR; MANAGING PARTNER | — |
| Bradley Joel Sanders | DIRECTOR - PERSONAL WEALTH MANAGEMENT; PARTNER - PERSONAL WEALTH MANAGEMENT | — |
| Cody Gehman | CCO; DIRECTOR / CCO / OPERATIONS | Wormleysburg, PA |
| Jeffrey Ryan Kline | DIRECTOR - CORPORATE RETIREMENT PLAN SERVICES; PARTNER - CORPORATE RETIREMENT PLAN SERVICES | — |
| Jonathan Scott Freeman | MANAGING DIRECTOR; MANAGING PARTNER | — |
| Kristopher Joseph Korzi | DIRECTOR - PORTFOLIO MANAGEMENT; PARTNER - PORTFOLIO MANAGEMENT | — |
| SANDERS BRADLEY JOEL | DIRECTOR - PERSONAL WEALTH MANAGEMENT | — |
| MCCARVER BRIAN DOUGLAS | MANAGING DIRECTOR | — |
| GEHMAN CODY | DIRECTOR / CCO / OPERATIONS | — |
| KLINE JEFFREY RYAN | DIRECTOR - CORPORATE RETIREMENT PLAN SERVICES | — |
| FREEMAN JONATHAN SCOTT | MANAGING DIRECTOR | — |
| KORZI KRISTOPHER JOSEPH | DIRECTOR - PORTFOLIO MANAGEMENT | — |