HERSHEY FINANCIAL ADVISERS, LLC
CRD #149907 SEC #801-128090 LANCASTER, PA 717-295-8888
SEC Registered
Total AUM
$139.3M
Discretionary
$138.3M
Employees
7
Clients
251
Accounts
991
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOLL, GREG, DEANNE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BOLL, GREG, DEANNE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BOLL, GREG, DEANNE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BRIGHTBILL, NICHOLAS, RYAN | I | PARTNER | C | |
| BRIGHTBILL, NICHOLAS, RYAN | I | PARTNER | C | |
| BRIGHTBILL, NICHOLAS, RYAN | I | PARTNER | C | |
| BERRY, MATTHEW, DAWSON | I | PARTNER | A | |
| BERRY, MATTHEW, DAWSON | I | PARTNER | A | |
| BERRY, MATTHEW, DAWSON | I | PARTNER | A |
Registrations
Federal
IA
Mar 24, 2025 REGISTERED
Notice Filings (6)
FL MD NC PA TN TX
Address
120 NORTH POINTE BLVDSUITE 300
LANCASTER, PA 17601
United States
Phone: 717-295-8888