Lindsay Griesemer

Private Client Services, LLC

11 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Private Client Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

633 advisors

Number of Clients

3,251 clients

Average Client Portfolio

$323K average

Assets Under Management

$1.1B

Location

602 North Front Street, Wormleysburg, PA, 17043

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Lindsay works full-time as a Registered Investment Advisor (RIA) at Stonebridge Financial Group. She also works a few hours per week as a licensed administrator selling financial products and dedicates minimal time volunteering on committees for the Ronald McDonald House of Central PA.