RIA Intelligence

SEVENBRIDGE FINANCIAL GROUP, LLC

CRD #281037 SEC #801-106522 HARRISBURG, PA (717) 775-8661
SEC Registered
Total AUM
$633.4M
Discretionary
$633.4M
Employees
5
Clients
251
Accounts
1,166

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 29, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BERNSTEIN, DANIEL, ADAMICHIEF COMPLIANCE OFFICERNA Control
DEFLURI, LAWRENCE, JOHNIMANAGING PARTNERNA Control
DEFLURI, LAWRENCE, JOHNIMANAGING PARTNERNA Control
DEFLURI, LAWRENCE, JOHNIMANAGING PARTNERNA Control
DEFLURI, LAWRENCE, JOHNIMANAGING PARTNERNA Control
DEFLURI, LAWRENCE, JOHNIMANAGING PARTNERNA Control
DEFLURI, LAWRENCE, JOHNIMANAGING PARTNERNA Control
DEFLURI, LAWRENCE, JOHNIMANAGING PARTNERNA Control
DEFLURI, LAWRENCE, JOHNIMANAGING PARTNERNA Control
DEFLURI, LAWRENCE, JOHNIMANAGING PARTNERNA Control
DEFLURI, LAWRENCE, JOHNIMANAGING PARTNERNA Control
DEFLURI, LAWRENCE, JOHNIMANAGING PARTNERNA Control
DEFLURI, LAWRENCE, JOHNIMANAGING PARTNERNA Control
DEFLURI, LAWRENCE, JOHNIMANAGING PARTNERNA Control
DEFLURI, LAWRENCE, JOHNIMANAGING PARTNERNA Control
DEFLURI, LAWRENCE, JOHNIMANAGING PARTNERNA Control
DEFLURI, LAWRENCE, JOHNIMANAGING PARTNERNA Control
DEFLURI, LAWRENCE, JOHNIMANAGING PARTNERNA Control
DEFLURI, LAWRENCE, JOHNIMANAGING PARTNERNA Control
DEFLURI, LAWRENCE, JOHNIMANAGING PARTNERNA Control
DEFLURI, LAWRENCE, JOHNIMANAGING PARTNERNA Control
DEFLURI, LAWRENCE, JOHNIMANAGING PARTNERNA Control
DEFLURI, LAWRENCE, JOHNIMANAGING PARTNERNA Control
DEFLURI, LAWRENCE, JOHNIMANAGING PARTNERNA Control
DEFLURI, LAWRENCE, JOHNIMANAGING PARTNERNA Control
EBERLY, CHARLES, RONALDIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
EBERLY, CHARLES, RONALDIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
EBERLY, CHARLES, RONALDIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
EBERLY, CHARLES, RONALDIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
EBERLY, CHARLES, RONALDIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
EBERLY, CHARLES, RONALDIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
EBERLY, CHARLES, RONALDIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
EBERLY, CHARLES, RONALDIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
EBERLY, CHARLES, RONALDIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
EBERLY, CHARLES, RONALDIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
EBERLY, CHARLES, RONALDIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
EBERLY, CHARLES, RONALDIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
EBERLY, CHARLES, RONALDIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
EBERLY, CHARLES, RONALDIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
EBERLY, CHARLES, RONALDIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
EBERLY, CHARLES, RONALDIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
EBERLY, CHARLES, RONALDIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
EBERLY, CHARLES, RONALDIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
EBERLY, CHARLES, RONALDIMANAGING PARTNERNA Control
EBERLY, CHARLES, RONALDIMANAGING PARTNERNA Control
EBERLY, CHARLES, RONALDIMANAGING PARTNERNA Control
EBERLY, CHARLES, RONALDIMANAGING PARTNERNA Control
EBERLY, CHARLES, RONALDIMANAGING PARTNERNA Control
EBERLY, CHARLES, RONALDIMANAGING PARTNERNA Control
EBERLY, CHARLES, RONALDIMANAGING PARTNER, CHIEF INVESTMENT OFFICERNA Control
EBERLY, CHARLES, RONALDIMANAGING PARTNER, CHIEF INVESTMENT OFFICERNA Control
FERRACCIO, JUSTINIMANAGING PARTNER, CHIEF FINANCIAL OFFICERNA Control
FERRACCIO, JUSTINIMANAGING PARTNER, CHIEF FINANCIAL OFFICERNA Control
MCCONAHY, MICHAELICHIEF COMPLIANCE OFFICERNA Control
SAVAGE, PORSCHA, WILLIAMSICHIEF COMPLIANCE OFFICERNA
SAVAGE, PORSCHA, WILLIAMSICHIEF COMPLIANCE OFFICERNA
SAVAGE, PORSCHA, WILLIAMSICHIEF COMPLIANCE OFFICERNA
SAVAGE, PORSCHA, WILLIAMSICHIEF COMPLIANCE OFFICERNA
SAVAGE, PORSCHA, WILLIAMSICHIEF COMPLIANCE OFFICERNA
SAVAGE, PORSCHA, WILLIAMSICHIEF COMPLIANCE OFFICERNA
SAVAGE, PORSCHA, WILLIAMSICHIEF COMPLIANCE OFFICERNA Control
SAVAGE, PORSCHA, WILLIAMSICHIEF COMPLIANCE OFFICERNA Control
INTERIM HOLDINGS, LLCDEMANAGING MEMBERE Control
SEVENBRIDGE FINANCIAL HOLDINGS, LLCDEHOLDING COMPANYE Control
SEVENBRIDGE FINANCIAL HOLDINGS, LLCDEHOLDING COMPANYE Control
SEVENBRIDGE FINANCIAL HOLDINGS, LLCDEHOLDING COMPANYE Control
SEVENBRIDGE FINANCIAL HOLDINGS, LLCDEHOLDING COMPANYE Control
SEVENBRIDGE FINANCIAL HOLDINGS, LLCDEHOLDING COMPANYE Control
SEVENBRIDGE FINANCIAL HOLDINGS, LLCDEHOLDING COMPANYE Control
SEVENBRIDGE FINANCIAL HOLDINGS, LLCDEHOLDING COMPANYE Control
SEVENBRIDGE FINANCIAL HOLDINGS, LLCDEHOLDING COMPANYE Control
SEVENBRIDGE FINANCIAL HOLDINGS, LLCDEHOLDING COMPANYE Control
SEVENBRIDGE FINANCIAL HOLDINGS, LLCDEHOLDING COMPANYE Control
SEVENBRIDGE FINANCIAL HOLDINGS, LLCDEHOLDING COMPANYE Control
SEVENBRIDGE FINANCIAL HOLDINGS, LLCDEHOLDING COMPANYE Control
SEVENBRIDGE FINANCIAL HOLDINGS, LLCDEHOLDING COMPANYE Control
SEVENBRIDGE FINANCIAL HOLDINGS, LLCDEHOLDING COMPANYE Control
SEVENBRIDGE FINANCIAL HOLDINGS, LLCDEHOLDING COMPANYE Control
SEVENBRIDGE FINANCIAL HOLDINGS, LLCDEHOLDING COMPANYE Control
SEVENBRIDGE FINANCIAL HOLDINGS, LLCDEHOLDING COMPANYE Control
SEVENBRIDGE FINANCIAL HOLDINGS, LLCDEHOLDING COMPANYE Control
SEVENBRIDGE FINANCIAL HOLDINGS, LLCDEHOLDING COMPANYE Control
SEVENBRIDGE FINANCIAL HOLDINGS, LLCDEHOLDING COMPANYE Control
SEVENBRIDGE FINANCIAL HOLDINGS, LLCDEHOLDING COMPANYE Control
SEVENBRIDGE FINANCIAL HOLDINGS, LLCDEHOLDING COMPANYE Control
SEVENBRIDGE FINANCIAL HOLDINGS, LLCDEHOLDING COMPANYE Control
SEVENBRIDGE FINANCIAL HOLDINGS, LLCDEHOLDING COMPANYE Control
SEVENBRIDGE FINANCIAL HOLDINGS, LLCDEHOLDING COMPANYE Control
SEVENBRIDGE FINANCIAL HOLDINGS, LLCDEHOLDING COMPANYE Control
DEFLURI, LAWRENCE, JOHNIMEMBERD Control
DEFLURI, LAWRENCE, JOHNIMEMBERD Control
DEFLURI, LAWRENCE, JOHNIMEMBERD Control
DEFLURI, LAWRENCE, JOHNIMEMBERD Control
DEFLURI, LAWRENCE, JOHNIMEMBERD Control
DEFLURI, LAWRENCE, JOHNIMEMBERD Control
DEFLURI, LAWRENCE, JOHNIMEMBERD Control
DEFLURI, LAWRENCE, JOHNIMEMBERD Control
DEFLURI, LAWRENCE, JOHNIMEMBERD Control
DEFLURI, LAWRENCE, JOHNIMEMBERD Control
DEFLURI, LAWRENCE, JOHNIMEMBERD Control
DEFLURI, LAWRENCE, JOHNIMEMBERD Control
DEFLURI, LAWRENCE, JOHNIMEMBERD Control
EBERLY, CHARLES, RONALDIMEMBERD Control
EBERLY, CHARLES, RONALDICHIEF COMPLIANCE OFFICER AND MEMBERD Control
EBERLY, CHARLES, RONALDICHIEF COMPLIANCE OFFICER AND MEMBERD Control
EBERLY, CHARLES, RONALDICHIEF COMPLIANCE OFFICER AND MEMBERD Control
EBERLY, CHARLES, RONALDICHIEF COMPLIANCE OFFICER AND MEMBERD Control
EBERLY, CHARLES, RONALDICHIEF COMPLIANCE OFFICER AND MEMBERD Control
EBERLY, CHARLES, RONALDICHIEF COMPLIANCE OFFICER AND MEMBERD Control
EBERLY, CHARLES, RONALDICHIEF COMPLIANCE OFFICER AND MEMBERD Control
EBERLY, CHARLES, RONALDICHIEF COMPLIANCE OFFICER AND MEMBERD Control
EBERLY, CHARLES, RONALDICHIEF COMPLIANCE OFFICER AND MEMBERD Control
EBERLY, CHARLES, RONALDICHIEF COMPLIANCE OFFICER AND MEMBERD Control
EBERLY, CHARLES, RONALDICHIEF COMPLIANCE OFFICER AND MEMBERD Control
EBERLY, CHARLES, RONALDICHIEF COMPLIANCE OFFICER AND MEMBERD Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
7B HOLDINGS, LLCDESEVENBRIDGE FINANCIAL HOLDINGS, LLCE Control
7B HOLDINGS, LLCDESEVENBRIDGE FINANCIAL HOLDINGS, LLCE Control
7B HOLDINGS, LLCDESEVENBRIDGE FINANCIAL HOLDINGS, LLCE Control
7B HOLDINGS, LLCDESEVENBRIDGE FINANCIAL HOLDINGS, LLCE Control
7B HOLDINGS, LLCDESEVENBRIDGE FINANCIAL HOLDINGS, LLCE Control
7B HOLDINGS, LLCDESEVENBRIDGE FINANCIAL HOLDINGS, LLCE Control
7B HOLDINGS, LLCDESEVENBRIDGE FINANCIAL HOLDINGS, LLCE Control
7B HOLDINGS, LLCDESEVENBRIDGE FINANCIAL HOLDINGS, LLCE Control
7B HOLDINGS, LLCDESEVENBRIDGE FINANCIAL HOLDINGS, LLCE Control
7B HOLDINGS, LLCDESEVENBRIDGE FINANCIAL HOLDINGS, LLCE Control
7B HOLDINGS, LLCDESEVENBRIDGE FINANCIAL HOLDINGS, LLCE Control
7B HOLDINGS, LLCDESEVENBRIDGE FINANCIAL HOLDINGS, LLCE Control
7B HOLDINGS, LLCDESEVENBRIDGE FINANCIAL HOLDINGS, LLCE Control
7B HOLDINGS, LLCDESEVENBRIDGE FINANCIAL HOLDINGS, LLCE Control
7B HOLDINGS, LLCDESEVENBRIDGE FINANCIAL HOLDINGS, LLCE Control
7B HOLDINGS, LLCDESEVENBRIDGE FINANCIAL HOLDINGS, LLCE Control
7B HOLDINGS, LLCDESEVENBRIDGE FINANCIAL HOLDINGS, LLCE Control
7B HOLDINGS, LLCDESEVENBRIDGE FINANCIAL HOLDINGS, LLCE Control
7B HOLDINGS, LLCDESEVENBRIDGE FINANCIAL HOLDINGS, LLCE Control
7B HOLDINGS, LLCDESEVENBRIDGE FINANCIAL HOLDINGS, LLCE Control
7B HOLDINGS, LLCDESEVENBRIDGE FINANCIAL HOLDINGS, LLCE Control
7B HOLDINGS, LLCDESEVENBRIDGE FINANCIAL HOLDINGS, LLCE Control
7B HOLDINGS, LLCDESEVENBRIDGE FINANCIAL HOLDINGS, LLCE Control
DEFLURI, LAWRENCE, JOHNI7B HOLDINGS, LLCD Control
DEFLURI, LAWRENCE, JOHNI7B HOLDINGS, LLCD Control
DEFLURI, LAWRENCE, JOHNI7B HOLDINGS, LLCD Control
DEFLURI, LAWRENCE, JOHNI7B HOLDINGS, LLCD Control
DEFLURI, LAWRENCE, JOHNI7B HOLDINGS, LLCD Control
DEFLURI, LAWRENCE, JOHNI7B HOLDINGS, LLCD Control
DEFLURI, LAWRENCE, JOHNI7B HOLDINGS, LLCD Control
DEFLURI, LAWRENCE, JOHNI7B HOLDINGS, LLCD Control
DEFLURI, LAWRENCE, JOHNI7B HOLDINGS, LLCD Control
DEFLURI, LAWRENCE, JOHNI7B HOLDINGS, LLCD Control
DEFLURI, LAWRENCE, JOHNI7B HOLDINGS, LLCD Control
DEFLURI, LAWRENCE, JOHNI7B HOLDINGS, LLCD Control
DEFLURI, LAWRENCE, JOHNI7B HOLDINGS, LLCD Control
DEFLURI, LAWRENCE, JOHNI7B HOLDINGS, LLCD Control
DEFLURI, LAWRENCE, JOHNI7B HOLDINGS, LLCD Control
DEFLURI, LAWRENCE, JOHNI7B HOLDINGS, LLCD Control
DEFLURI, LAWRENCE, JOHNI7B HOLDINGS, LLCD Control
DEFLURI, LAWRENCE, JOHNI7B HOLDINGS, LLCD Control
DEFLURI, LAWRENCE, JOHNI7B HOLDINGS, LLCD Control
DEFLURI, LAWRENCE, JOHNI7B HOLDINGS, LLCD Control
DEFLURI, LAWRENCE, JOHNI7B HOLDINGS, LLCD Control
DEFLURI, LAWRENCE, JOHNI7B HOLDINGS, LLCD Control
DEFLURI, LAWRENCE, JOHNI7B HOLDINGS, LLCD Control
EBERLY, CHARLES, RONALDI7B HOLDINGS, LLCD Control
EBERLY, CHARLES, RONALDI7B HOLDINGS, LLCD Control
EBERLY, CHARLES, RONALDI7B HOLDINGS, LLCD Control
EBERLY, CHARLES, RONALDI7B HOLDINGS, LLCD Control
EBERLY, CHARLES, RONALDI7B HOLDINGS, LLCD Control
EBERLY, CHARLES, RONALDI7B HOLDINGS, LLCD Control
EBERLY, CHARLES, RONALDI7B HOLDINGS, LLCD Control
EBERLY, CHARLES, RONALDI7B HOLDINGS, LLCD Control
EBERLY, CHARLES, RONALDI7B HOLDINGS, LLCD Control
EBERLY, CHARLES, RONALDI7B HOLDINGS, LLCD Control
EBERLY, CHARLES, RONALDI7B HOLDINGS, LLCD Control
EBERLY, CHARLES, RONALDI7B HOLDINGS, LLCD Control
EBERLY, CHARLES, RONALDI7B HOLDINGS, LLCD Control
EBERLY, CHARLES, RONALDI7B HOLDINGS, LLCD Control
EBERLY, CHARLES, RONALDI7B HOLDINGS, LLCD Control
EBERLY, CHARLES, RONALDI7B HOLDINGS, LLCD Control
EBERLY, CHARLES, RONALDI7B HOLDINGS, LLCD Control
EBERLY, CHARLES, RONALDI7B HOLDINGS, LLCD Control
EBERLY, CHARLES, RONALDI7B HOLDINGS, LLCD Control
EBERLY, CHARLES, RONALDI7B HOLDINGS, LLCD Control
EBERLY, CHARLES, RONALDI7B HOLDINGS, LLCD Control
EBERLY, CHARLES, RONALDI7B HOLDINGS, LLCD Control
EBERLY, CHARLES, RONALDI7B HOLDINGS, LLCD Control

Registrations

Federal

IA
Apr 29, 2025 REGISTERED

Notice Filings (9)

CO FL MD NC NJ NY PA TX VA

Address

3401 NORTH FRONT STREET
SUITE 301
HARRISBURG, PA 17110
United States
Phone: (717) 775-8661