Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,299 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$1.8B

Fee Structure

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Location

602 North Front Street, Wormleysburg, PA, 17043

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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.

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Other Business Activities

Daniel is involved with Stonebridge HR Solutions as a reseller and service provider of Paycor payroll software. This non-investment related activity takes nearly full-time hours.

Employment History
Current Registrations
Stonebridge Financial Group, LLC
July 2024 - Present · 1 yr 7 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.