Charles Joseph Laporta
Investment adviser representative at Stonebridge Financial Group, LLC
16 yearsExperience
1 stateRegistered in
$2.3BFirm assets
2 yearsFirm in business
Are you Charles Joseph Laporta? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Private Client ServicesApr 2024 to now
- Stonebridge Financial Group, LLCJan 2024 to now
- Triad AdvisorsJul 2022 to Apr 2024
- Triad Hybrid SolutionsJul 2022 to Dec 2023
- Ameriprise Financial Services, LLCJan 2021 to Mar 2022
- Power Train Sports & FitnessAug 2020 to Aug 2021
- Conrad Siegel ActuariesJun 2020 to Aug 2020
- Lebanon Valley CollegeAug 2019 to Jun 2022
- Millersville UniversityAug 2018 to May 2019
- Bishop Mcdevitt High SchoolFeb 2017 to May 2018
- Vrai RestaurantFeb 2016 to Feb 2020
- Camp Hill School DistrictAug 2010 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
Stonebridge Financial Group, LLC
$2.3BAssets managed
1,457Clients
25Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7324551
- Firm CRD
- 327529