Aedan M. Wilkinson

STONEBRIDGE FINANCIAL GROUP

Wormleysburg, PA 17043

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CRD#: 7743138

Professional summary

Aedan Michael Wilkinson is a registered financial advisor currently at STONEBRIDGE FINANCIAL GROUP, LLC located in Wormleysburg, Pennsylvania and PRIVATE CLIENT SERVICES, LLC located in Lancaster, Pennsylvania.

Aedan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Aedan has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) Stonebridge Financial Group. 602 N Front St, Wormleysburg, PA 17043. RIA. 160 hrs/mo; 130 during trading hrs. 2) Wilkinson Wedding Rentals & Decor. 23 Jewel Drive, Mount Joy, PA 17552. A local decor and rental business serving the Central Pennsylvania region, offering a range of products including arbors, welcome gates, etc. Owner. 30 hrs/mo; 0 during trading hrs. Not investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aedan Michael Wilkinson'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 26, 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: 26a E Roseville Rd, Lancaster, PA 17601

RIA

CRD#: 120222

Lancaster, PA

Past

March 8, 2024 - April 5, 2024

TRIAD ADVISORS LLC

CRD#: 25803

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".

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.

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
(8/26/2024)

Pennsylvania
(9/24/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/17/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/8/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/8/2023

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

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

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SFG WRAP BROCHURE (8/1/2025)

SFG ADV PART 2A (8/1/2025)

Regulatory assets under management

Total Number of Accounts	4,021
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.

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Aedan M. Wilkinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aedan Michael Wilkinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

STONEBRIDGE FINANCIAL GROUP, LLC

PRIVATE CLIENT SERVICES, LLC

TRIAD ADVISORS LLC

Primary Firm SEC Registration

STONEBRIDGE FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/17/2024

Series 7TO

Date: 3/8/2024

SIE

Date: 12/8/2023

FINRA

Current Firm

STONEBRIDGE FINANCIAL GROUP, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STONEBRIDGE FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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