Charles R. Eberly

SEVENBRIDGE FINANCIAL GROUP

Greenwood Village, CO 80111

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CRD#: 2279144

Professional summary

Charles Ronald Eberly JR, who also goes by Charles Ronald Eberly, Chuck Eberly, is a registered financial advisor currently at SEVENBRIDGE FINANCIAL GROUP, LLC located in Greenwood Village, Colorado.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Charles has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Charles Ronald Eberly | Chuck Eberly

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Kenneth Bankert Foundation, Charitable Organization, 210 Grandview Ave, Camp Hill, PA 17011, Director, one hour per month, Review grants, visit organizations requesting grants and ones who have received grants

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Ronald Eberly JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 28, 2015 - Present

SEVENBRIDGE FINANCIAL GROUP, LLC

Office #1: 5299 Dtc Blvd Suite 610, Greenwood Village, CO 80111

RIA

CRD#: 281037

Greenwood Village, CO

Past

September 11, 2015 - November 23, 2015

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Harrisburg, PA

Past

February 25, 2000 - September 3, 2015

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

LEMOYNE, PA

Past

October 1, 1999 - September 3, 2015

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

LEMOYNE, PA

Past

September 17, 1999 - October 1, 1999

FIRST UNION CAPITAL MARKETS CORP.

CRD#: 6124

CHARLOTTE, NC

Past

May 1, 1998 - September 29, 1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

March 6, 1996 - May 4, 1998

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

July 31, 1993 - March 20, 1996

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

October 8, 1992 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SEVENBRIDGE FINANCIAL GROUP, LLC

CRD#: 281037 / SEC#: 801-106522

RIA

Registered Investment Advisory firm - (8/24/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(7/24/2018)

IAR

Pennsylvania
(8/28/2015)

IAR

Texas
(5/17/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/19/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/12/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/23/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 3/29/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/5/1992

General Securities Representative Examination

Current Firm

SEVENBRIDGE FINANCIAL GROUP, LLC

CRD#: 281037 / SEC#: 801-106522

RIA

Registered Investment Advisory firm - (8/24/2015 Approved)

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Contact information

Main Address

3401 North Front Street Suite 301, Harrisburg, PA 17110

Mailing Address

Phone number

(717) 775-8661

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SEVENBRIDGE FORM ADV2A ("DISCLOSURE BROCHURE") AND FORM ADV2B ("BROCHURE SUPPLEMENTS") (4/29/2025)

Regulatory assets under management

Total Number of Accounts	1,166
AUM (Assets Under Management)	$ 633,441,344

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Charles R. Eberly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Ronald Eberly JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

FIRST UNION CAPITAL MARKETS CORP.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

A. G. EDWARDS & SONS, INC.

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

SEVENBRIDGE FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/19/1992

Series 63

Date: 10/12/1992

SIE

Date: 11/23/2015

Series 31

Date: 3/29/2005

Series 7

Date: 10/5/1992

Current Firm

SEVENBRIDGE FINANCIAL GROUP, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SEVENBRIDGE FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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