Parker Maxwell Marsh
Investment Adviser Representative at Stonebridge Financial Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Parker Maxwell Marsh is an investment adviser representative with Stonebridge Financial Group, LLC in Lancaster, PA, where they have been registered since 2024. They have worked in the securities industry since 2017 and have been registered with 4 firms, including Triad Hybrid Solutions and J. W. COLE Advisors, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
- Broker:
1 state or territory
Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2016 – Nov 2017Allentown, PA
- KCA Wealth Management, LLC.Aug 2016 – Dec 2016Camp Hill, PA
- J.W. Cole Financial, Inc.Jan 2018 – Feb 2020Tampa, FL
- J.W. Cole Advisors, Inc.Apr 2018 – Feb 2020Tampa, FL
- J.W. Cole Financial, Inc.Jan 2021 – Feb 2023Tampa, FL
- J.W. Cole Advisors, Inc.Jan 2021 – Feb 2023Tampa, FL
- Waterfront FinancialFeb 2020 – Dec 2020Lancaster, PA
- Regal Wealth AdvisorsDec 2020 – Feb 2023Stevens, PA
- Triad AdvisorsFeb 2023 – Apr 2024Norcross, GA
- Triad Hybrid SolutionsFeb 2023 – Feb 2024Norcross, GA
- Stonebridge Financial Group, LLCFeb 2024 – no end date reportedWormleysburg, PA
- Private Client ServicesApr 2024 – no end date reportedLancaster, PA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Stonebridge Financial Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.02
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 25
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Wormleysburg, PA
- SEC file number:
- 801-129034
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 31, 2026
View full firm profileOther advisors at Stonebridge Financial Group, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Parker Maxwell Marsh has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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