Daniel
Mcgarvey
Stonebridge Financial Group, LLC
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About this Advisor
Daniel Mcgarvey is a financial advisor based in Lemoyne, Pennsylvania, working with Stonebridge Financial Group, LLC. Daniel has previously held positions at Triad Advisors, Student, Triad Hybrid Solutions, Stonebridge Financial Group, LLC, and Private Client Services. Daniel has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Daniel is part of Stonebridge Financial Group, LLC, which operates out of Lemoyne, Pennsylvania. The firm has 2 offices and 26 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Stonebridge Financial Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
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Stonebridge Financial Group, LLC Brokerage Details
$1,581,641,049
26
3,697
$427,817
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Daniel Mcgarvey Work History
Stonebridge Financial Group, LLC
Private Client Services
Triad Advisors
Triad Hybrid Solutions
Student
Disclosures
Please visit the SEC profile of Daniel Mcgarvey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stonebridge Financial Group, LLC
Lemoyne, PA
Lemoyne, PA
Lancaster, PA
Lemoyne, PA
Lemoyne, PA
Lemoyne, PA
Lemoyne, PA
Lemoyne, PA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
