Alliance Financial
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 319679
- SEC number
- 801-125698
- Firm type
- RIA
- Assets under management
- $271.8M as of Jun 22, 2026
- Website
- www.alliancefinancialofpa.com ↗
- Phone
- 610-376-5981
- Address
- 1105 Berkshire Blvd. Ste 120,, Wyomissing, PA, 19610
Advisors at this firm
5 in our index · page 1 of 1
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Stephanie Lynn BaityCRD 6468230 · Carlisle, PAIA RegisteredBroker
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Thomas Alan DrexlerCRD 6155574 · Carlisle, PAIA RegisteredBroker
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Kevin Michael FoxCRD 4196238 · Wyomissing, PAIA RegisteredBroker
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Eric Mcfadden MischlerCRD 6540757 · Wyomissing, PAIA RegisteredBroker
-
Jacqueline L PowellCRD 1061375 · Carlisle, PAIA RegisteredBroker
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 319679 ↗
FINRA BrokerCheck record for firm CRD 319679 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.