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Samantha L. Zimmerman

STONEBRIDGE FINANCIAL GROUP
Lancaster, PA 17601
Some features on this profile are disabled
CRD#: 7215275
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Professional summary

Samantha Lynn Zimmerman, who also goes by Samantha Hoover, Samantha Zimmerman, is a registered financial advisor currently at STONEBRIDGE FINANCIAL GROUP, LLC located in Lancaster, Pennsylvania.

Samantha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Samantha has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Samantha Hoover | Samantha Zimmerman

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 Samantha Lynn Zimmerman'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

January 14, 2026 - Present

STONEBRIDGE FINANCIAL GROUP, LLC

Office #1: 26a E Roseville Road, Lancaster, PA 17601
RIA
CRD#: 327529
Lancaster, PA
Past

September 27, 2024 - December 31, 2025

J. W. COLE ADVISORS, INC.

RIA
CRD#: 112294
Lancaster, PA
Past

May 19, 2021 - June 3, 2024

J. W. COLE ADVISORS, INC.

RIA
CRD#: 112294
Stevens, 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.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(1/14/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/24/2021
Uniform Investment Adviser Law Examination

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)
PREMIUM
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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#: 327529Lancaster, PA 17601

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