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KK

Kristopher J. Korzi

STONEBRIDGE FINANCIAL GROUP
Wormleysburg, PA 17043
Some features on this profile are disabled
CRD#: 6458830
KK

Professional summary

Kristopher Joseph Korzi, AIF®, CFP®, who also goes by Kristopher Korzi, is a registered financial advisor currently at STONEBRIDGE FINANCIAL GROUP, LLC located in Wormleysburg, Pennsylvania and PRIVATE CLIENT SERVICES, LLC located in Wormleysburg, Pennsylvania.

Kristopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Kristopher has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kristopher Korzi

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristopher Joseph Korzi'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®
AIF®

Accredited Investment Fiduciary

CFP®

Certified Financial Planner

Start date: 2017

Experience

Current

February 5, 2024 - Present

STONEBRIDGE FINANCIAL GROUP, LLC

Office #1: 602 North Front Street, Wormleysburg, PA 17043
RIA
CRD#: 327529
Wormleysburg, PA
Current

April 4, 2024 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 602 N Front St, Wormleysburg, PA 17043
RIA
BD
CRD#: 120222
Wormleysburg, PA
Past

November 1, 2018 - February 5, 2024

OSAIC ADVISORY SERVICES, LLC

RIA
CRD#: 171070
Wormleysburg, PA
Past

November 1, 2018 - April 5, 2024

TRIAD ADVISORS LLC

BD
CRD#: 25803
Wormleysburg, PA
Past

May 14, 2015 - November 5, 2018

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
WORMLEYSBURG, PA
Past

April 2, 2015 - November 5, 2018

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
WORMLEYSBURG, PA

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".
SF
STONEBRIDGE FINANCIAL GROUP, LLC
AVIA WEALTH ADVISORS | WHITECLIFF WEALTH MANAGEMENT | STONEBRIDGE FINANCIAL GROUP, LLC | EMC WEALTH MANAGEMENT LLC

CRD#: 327529 / SEC#: 801-129034

RIA
Registered Investment Advisory firm - (11/8/2023 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Pennsylvania
(2/5/2024)
RR
Pennsylvania
(4/4/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/14/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/2/2015
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

SF
STONEBRIDGE FINANCIAL GROUP, LLC
AVIA WEALTH ADVISORS | WHITECLIFF WEALTH MANAGEMENT | STONEBRIDGE FINANCIAL GROUP, LLC | EMC WEALTH MANAGEMENT LLC

CRD#: 327529 / SEC#: 801-129034

RIA
Registered Investment Advisory firm - (11/8/2023 Approved)
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Contact information

Main Address
602 North Front Street, Wormleysburg, PA 17043
Mailing Address
Phone number
(717) 736-7007
Established
Firm type
Fiscal year end
# of Employees
26

SEC notice filing (21 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SFG ADV PART 2A (1/12/2026)
SFG WRAP BROCHURE (8/1/2025)

Regulatory assets under management

Total Number of Accounts4,021
AUM (Assets Under Management)$ 1,831,293,279

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.

Company Information

STONEBRIDGE FINANCIAL GROUP, LLC

CRD#: 327529Wormleysburg, PA 17043

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