Lawrence
Defluri

Sevenbridge Financial Group, LLC

CRD#2788563
Investment Advisor
in Harrisburg, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Lawrence Defluri is a financial advisor who works in Harrisburg, Pennsylvania with a total of 8 years of industry experience. Defluri is on the advisory team at Sevenbridge Financial Group, LLC. Throughout their career, Defluri has worked at Purshe Kaplan Sterling Investments, Inc, Wells Fargo Advisors LLC and Sevenbridge Financial Group, LLC. Defluri has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Pennsylvania. Sevenbridge Financial Group, LLC is an advisory firm that has its headquarters in Harrisburg, PA. The company has just five advisors. It administers $444 million in assets among its 951 client accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm serves five charities and foundations. Of its 951 customer accounts, 29% belong to high-net-worth investors who have greater than $1 million in assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually vary depending on the financial services offered. Fees billed by Sevenbridge Financial Group, LLC can be comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3401 North Front Street Suite 301
Harrisburg, PA 17110

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Sevenbridge Financial Group, LLC Brokerage Details

Total Assets Under Management

$444,150,000

PA Average: $15,833,994,310
Total Number of Employees

5

PA Average: 41
Total Number of Accounts

951

PA Average: 3,342
Average Account Size

$467,035

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Lawrence Defluri Work History

Lawrence has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Sevenbridge Financial Group, LLC

2015 - 2015 (< 1 year)

Purshe Kaplan Sterling Investments, Inc

2009 - 2015 (6 years)

Wells Fargo Advisors LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lawrence Defluri 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 Sevenbridge Financial Group, LLC

Lawrence Defluri
Harrisburg, PA
Justin Ferraccio
Harrisburg, PA
Charles Eberly
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started