RIA Intelligence

STONEBRIDGE FINANCIAL GROUP, LLC

CRD #327529 SEC #801-129034 WORMLEYSBURG, PA 717-736-7007
SEC Registered
Total AUM
$1.8B
Discretionary
$1.7B
Employees
26
Clients
--
Accounts
4,021

Firm Details

Organization Type
Limited Liability Company
State of Formation
Pennsylvania
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 11, 2025
Branch Offices
4

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
FREEMAN, JONATHAN, SCOTTIMANAGING DIRECTORC Control
FREEMAN, JONATHAN, SCOTTIMANAGING DIRECTORC Control
FREEMAN, JONATHAN, SCOTTIMANAGING DIRECTORC Control
FREEMAN, JONATHAN, SCOTTIMANAGING DIRECTORC Control
FREEMAN, JONATHAN, SCOTTIMANAGING DIRECTORC Control
FREEMAN, JONATHAN, SCOTTIMANAGING DIRECTORC Control
FREEMAN, JONATHAN, SCOTTIMANAGING DIRECTORC Control
FREEMAN, JONATHAN, SCOTTIMANAGING DIRECTORC Control
FREEMAN, JONATHAN, SCOTTIMANAGING DIRECTORC Control
FREEMAN, JONATHAN, SCOTTIMANAGING DIRECTORC Control
FREEMAN, JONATHAN, SCOTTIMANAGING DIRECTORC Control
FREEMAN, JONATHAN, SCOTTIMANAGING DIRECTORC Control
FREEMAN, JONATHAN, SCOTTIMANAGING DIRECTORC Control
FREEMAN, JONATHAN, SCOTTIMANAGING DIRECTORC Control
FREEMAN, JONATHAN, SCOTTIMANAGING DIRECTORC Control
FREEMAN, JONATHAN, SCOTTIMANAGING DIRECTORC Control
FREEMAN, JONATHAN, SCOTTIMANAGING DIRECTORC Control
FREEMAN, JONATHAN, SCOTTIMANAGING DIRECTORC Control
FREEMAN, JONATHAN, SCOTTIMANAGING DIRECTORC Control
FREEMAN, JONATHAN, SCOTTIMANAGING DIRECTORC Control
FREEMAN, JONATHAN, SCOTTIMANAGING DIRECTORC Control
MCCARVER, BRIAN, DOUGLASIMANAGING DIRECTORC Control
MCCARVER, BRIAN, DOUGLASIMANAGING DIRECTORC Control
MCCARVER, BRIAN, DOUGLASIMANAGING DIRECTORC Control
MCCARVER, BRIAN, DOUGLASIMANAGING DIRECTORC Control
MCCARVER, BRIAN, DOUGLASIMANAGING DIRECTORC Control
MCCARVER, BRIAN, DOUGLASIMANAGING DIRECTORC Control
MCCARVER, BRIAN, DOUGLASIMANAGING DIRECTORC Control
MCCARVER, BRIAN, DOUGLASIMANAGING DIRECTORC Control
MCCARVER, BRIAN, DOUGLASIMANAGING DIRECTORC Control
MCCARVER, BRIAN, DOUGLASIMANAGING DIRECTORC Control
MCCARVER, BRIAN, DOUGLASIMANAGING DIRECTORC Control
MCCARVER, BRIAN, DOUGLASIMANAGING DIRECTORC Control
MCCARVER, BRIAN, DOUGLASIMANAGING DIRECTORC Control
MCCARVER, BRIAN, DOUGLASIMANAGING DIRECTORC Control
MCCARVER, BRIAN, DOUGLASIMANAGING DIRECTORC Control
MCCARVER, BRIAN, DOUGLASIMANAGING DIRECTORC Control
MCCARVER, BRIAN, DOUGLASIMANAGING DIRECTORC Control
MCCARVER, BRIAN, DOUGLASIMANAGING DIRECTORC Control
MCCARVER, BRIAN, DOUGLASIMANAGING DIRECTORC Control
MCCARVER, BRIAN, DOUGLASIMANAGING DIRECTORC Control
MCCARVER, BRIAN, DOUGLASIMANAGING DIRECTORC Control
GEHMAN, CODYIDIRECTOR / CCO / OPERATIONSA Control
GEHMAN, CODYIDIRECTOR / CCO / OPERATIONSA Control
GEHMAN, CODYIDIRECTOR / CCO / OPERATIONSA Control
GEHMAN, CODYIDIRECTOR / CCO / OPERATIONSA Control
GEHMAN, CODYIDIRECTOR / CCO / OPERATIONSA Control
GEHMAN, CODYIDIRECTOR / CCO / OPERATIONSA Control
GEHMAN, CODYIDIRECTOR / CCO / OPERATIONSA Control
GEHMAN, CODYIDIRECTOR / CCO / OPERATIONSA Control
GEHMAN, CODYIDIRECTOR / CCO / OPERATIONSA Control
GEHMAN, CODYIDIRECTOR / CCO / OPERATIONSA Control
GEHMAN, CODYIDIRECTOR / CCO / OPERATIONSA Control
GEHMAN, CODYIDIRECTOR / CCO / OPERATIONSA Control
GEHMAN, CODYIDIRECTOR / CCO / OPERATIONSA Control
GEHMAN, CODYIDIRECTOR / CCO / OPERATIONSA Control
GEHMAN, CODYIDIRECTOR / CCO / OPERATIONSA Control
GEHMAN, CODYIDIRECTOR / CCO / OPERATIONSA Control
GEHMAN, CODYIDIRECTOR / CCO / OPERATIONSA Control
GEHMAN, CODYIDIRECTOR / CCO / OPERATIONSA Control
GEHMAN, CODYIDIRECTOR / CCO / OPERATIONSA Control
GEHMAN, CODYIDIRECTOR / CCO / OPERATIONSA Control
GEHMAN, CODYIDIRECTOR / CCO / OPERATIONSA Control
KLINE, JEFFREY, RYANIDIRECTOR - CORPORATE RETIREMENT PLAN SERVICESA
KLINE, JEFFREY, RYANIDIRECTOR - CORPORATE RETIREMENT PLAN SERVICESA
KLINE, JEFFREY, RYANIDIRECTOR - CORPORATE RETIREMENT PLAN SERVICESA
KLINE, JEFFREY, RYANIDIRECTOR - CORPORATE RETIREMENT PLAN SERVICESA
KLINE, JEFFREY, RYANIDIRECTOR - CORPORATE RETIREMENT PLAN SERVICESA
KLINE, JEFFREY, RYANIDIRECTOR - CORPORATE RETIREMENT PLAN SERVICESA
KLINE, JEFFREY, RYANIDIRECTOR - CORPORATE RETIREMENT PLAN SERVICESA
KLINE, JEFFREY, RYANIDIRECTOR - CORPORATE RETIREMENT PLAN SERVICESA
KLINE, JEFFREY, RYANIDIRECTOR - CORPORATE RETIREMENT PLAN SERVICESA
KLINE, JEFFREY, RYANIDIRECTOR - CORPORATE RETIREMENT PLAN SERVICESA
KLINE, JEFFREY, RYANIDIRECTOR - CORPORATE RETIREMENT PLAN SERVICESA
KLINE, JEFFREY, RYANIDIRECTOR - CORPORATE RETIREMENT PLAN SERVICESA
KLINE, JEFFREY, RYANIDIRECTOR - CORPORATE RETIREMENT PLAN SERVICESA
KLINE, JEFFREY, RYANIDIRECTOR - CORPORATE RETIREMENT PLAN SERVICESA
KLINE, JEFFREY, RYANIDIRECTOR - CORPORATE RETIREMENT PLAN SERVICESA
KLINE, JEFFREY, RYANIDIRECTOR - CORPORATE RETIREMENT PLAN SERVICESA
KLINE, JEFFREY, RYANIDIRECTOR - CORPORATE RETIREMENT PLAN SERVICESA
KLINE, JEFFREY, RYANIDIRECTOR - CORPORATE RETIREMENT PLAN SERVICESA
KLINE, JEFFREY, RYANIDIRECTOR - CORPORATE RETIREMENT PLAN SERVICESA
KLINE, JEFFREY, RYANIDIRECTOR - CORPORATE RETIREMENT PLAN SERVICESA
KLINE, JEFFREY, RYANIDIRECTOR - CORPORATE RETIREMENT PLAN SERVICESA
KORZI, KRISTOPHER, JOSEPHIDIRECTOR - PORTFOLIO MANAGEMENTA
KORZI, KRISTOPHER, JOSEPHIDIRECTOR - PORTFOLIO MANAGEMENTA
KORZI, KRISTOPHER, JOSEPHIDIRECTOR - PORTFOLIO MANAGEMENTA
KORZI, KRISTOPHER, JOSEPHIDIRECTOR - PORTFOLIO MANAGEMENTA
KORZI, KRISTOPHER, JOSEPHIDIRECTOR - PORTFOLIO MANAGEMENTA
KORZI, KRISTOPHER, JOSEPHIDIRECTOR - PORTFOLIO MANAGEMENTA
KORZI, KRISTOPHER, JOSEPHIDIRECTOR - PORTFOLIO MANAGEMENTA
KORZI, KRISTOPHER, JOSEPHIDIRECTOR - PORTFOLIO MANAGEMENTA
KORZI, KRISTOPHER, JOSEPHIDIRECTOR - PORTFOLIO MANAGEMENTA
KORZI, KRISTOPHER, JOSEPHIDIRECTOR - PORTFOLIO MANAGEMENTA
KORZI, KRISTOPHER, JOSEPHIDIRECTOR - PORTFOLIO MANAGEMENTA
KORZI, KRISTOPHER, JOSEPHIDIRECTOR - PORTFOLIO MANAGEMENTA
KORZI, KRISTOPHER, JOSEPHIDIRECTOR - PORTFOLIO MANAGEMENTA
KORZI, KRISTOPHER, JOSEPHIDIRECTOR - PORTFOLIO MANAGEMENTA
KORZI, KRISTOPHER, JOSEPHIDIRECTOR - PORTFOLIO MANAGEMENTA
KORZI, KRISTOPHER, JOSEPHIDIRECTOR - PORTFOLIO MANAGEMENTA
KORZI, KRISTOPHER, JOSEPHIDIRECTOR - PORTFOLIO MANAGEMENTA
KORZI, KRISTOPHER, JOSEPHIDIRECTOR - PORTFOLIO MANAGEMENTA
KORZI, KRISTOPHER, JOSEPHIDIRECTOR - PORTFOLIO MANAGEMENTA
KORZI, KRISTOPHER, JOSEPHIDIRECTOR - PORTFOLIO MANAGEMENTA
KORZI, KRISTOPHER, JOSEPHIDIRECTOR - PORTFOLIO MANAGEMENTA
SANDERS, BRADLEY, JOELIDIRECTOR - PERSONAL WEALTH MANAGEMENTA
SANDERS, BRADLEY, JOELIDIRECTOR - PERSONAL WEALTH MANAGEMENTA
SANDERS, BRADLEY, JOELIDIRECTOR - PERSONAL WEALTH MANAGEMENTA
SANDERS, BRADLEY, JOELIDIRECTOR - PERSONAL WEALTH MANAGEMENTA
SANDERS, BRADLEY, JOELIDIRECTOR - PERSONAL WEALTH MANAGEMENTA
SANDERS, BRADLEY, JOELIDIRECTOR - PERSONAL WEALTH MANAGEMENTA
SANDERS, BRADLEY, JOELIDIRECTOR - PERSONAL WEALTH MANAGEMENTA
SANDERS, BRADLEY, JOELIDIRECTOR - PERSONAL WEALTH MANAGEMENTA
SANDERS, BRADLEY, JOELIDIRECTOR - PERSONAL WEALTH MANAGEMENTA
SANDERS, BRADLEY, JOELIDIRECTOR - PERSONAL WEALTH MANAGEMENTA
SANDERS, BRADLEY, JOELIDIRECTOR - PERSONAL WEALTH MANAGEMENTA
SANDERS, BRADLEY, JOELIDIRECTOR - PERSONAL WEALTH MANAGEMENTA
SANDERS, BRADLEY, JOELIDIRECTOR - PERSONAL WEALTH MANAGEMENTA
SANDERS, BRADLEY, JOELIDIRECTOR - PERSONAL WEALTH MANAGEMENTA
SANDERS, BRADLEY, JOELIDIRECTOR - PERSONAL WEALTH MANAGEMENTA
SANDERS, BRADLEY, JOELIDIRECTOR - PERSONAL WEALTH MANAGEMENTA
SANDERS, BRADLEY, JOELIDIRECTOR - PERSONAL WEALTH MANAGEMENTA
SANDERS, BRADLEY, JOELIDIRECTOR - PERSONAL WEALTH MANAGEMENTA
SANDERS, BRADLEY, JOELIDIRECTOR - PERSONAL WEALTH MANAGEMENTA
SANDERS, BRADLEY, JOELIDIRECTOR - PERSONAL WEALTH MANAGEMENTA
SANDERS, BRADLEY, JOELIDIRECTOR - PERSONAL WEALTH MANAGEMENTA

Registrations

Federal

IA
Nov 11, 2025 REGISTERED

Notice Filings (21)

AZ CA CO CT DE FL GA IL LA MA MD ME NC NH NJ NY OH PA SC TX VA

Address

602 NORTH FRONT STREET
WORMLEYSBURG, PA 17043
United States
Phone: 717-736-7007