Charles Eberly has been Managing Partner, Chief Investment Officer of SevenBridge Financial Group since August 2015, is a control person of the firm and directly owns under 5% of it.
Sevenbridge Financial Group, LLC is a Harrisburg, PA firm with $731M under management, 401 clients and 3 advisers across 2 offices, as of its September 2026 filing.
Chuck Eberly is Managing Partner and Chief Investment Officer of SevenBridge Financial. He is a Founding Member and Managing Partner of SevenBridge Financial Group. Earlier, he spent 23 years at major wire houses including Merrill Lynch and Wells Fargo Advisors, and 8 years as a Field Artillery Officer in the U.S. Army.
Charles Eberly’s longest registration was 15 years at Wells Fargo Advisors, LLC (2000–2015). Before joining SevenBridge Financial Group in 2015, Charles Eberly was registered through Wells Fargo Advisors, LLC.
- – present · 11 yearsGreenwood Village, CO · Adviser representative · Firm CRD 281037
- Wells Fargo Advisors, LLC– · 15 yearsLemoyne, PA · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Charles Eberly is registered as an investment adviser representative in 3 states. The first approvals date from August 2015; the most recent is Colorado, in July 2018.
- ColoradoSince 24 July 2018
- PennsylvaniaSince 28 August 2015
- TexasSince 17 May 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 29 March 2005 |
| Series 65 | Uniform Investment Adviser Law Examination | 19 October 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 October 1992 |
| Series 7 | General Securities Representative Examination | 5 October 1992 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Charles Ronald Eberly
- CRD
- 2279144
- Firm
- SevenBridge Financial Group · CRD 281037
- Role
- Managing Partner, Chief Investment Officer
- Office
- 5299 DTC Blvd, Suite 610, Greenwood Village, CO 80111
- Registration
- Investment adviser registration
- In the industry since
- February 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sevenbridgefinancial.com
Where does Charles Eberly work?
Charles Eberly has been Managing Partner, Chief Investment Officer of Sevenbridge Financial Group, LLC since August 2015, and is a control person of the firm.
Is Charles Eberly a financial advisor?
Yes. Charles Eberly has a current investment-adviser registration in Colorado, Pennsylvania and Texas, through SevenBridge Financial Group since August 2015.
How many years of experience does Charles Eberly have?
Charles Eberly has 26 years in the financial industry, since February 2000, across 2 adviser firms.
What exams has Charles Eberly passed?
Charles Eberly has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 31. The earliest, the Series 7, was passed in October 1992. FINRA credited Charles Eberly with the SIE, which began in October 2018.
Where is Charles Eberly based?
Charles Eberly’s registered office is in Greenwood Village, CO.
Is Charles Eberly registered with FINRA?
No. Charles Eberly has no current broker registration.
How can I verify Charles Eberly’s record?
Search CRD 2279144 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles Eberly’s full registration record.