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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Lindner is an investment advisor representative at Rockefeller Financial LLC and Rockefeller Capital Management. Anthony has been in the industry since 2008 and holds multiple securities licenses including Series 7, 24, 66 and 99TO. Anthony has worked for several firms during his career including Robertson Stephens Securities, Purshe Kaplan Sterling Investments, S & Y Asset Management LLC, Stone & Youngberg LLC, Quick & Reilly, Inc. and Robertson Stephens, Inc. Anthony is registered with the state of California and Texas and specializes in portfolio management for individuals, businesses, and investment companies. Anthony is also registered with the state of California as an Investment Advisor Representative. Anthony offers a range of financial planning and advisory services to high-net-worth individuals, families, and institutions. Anthony's primary focus is to provide personalized financial advice and investment management strategies tailored to meet the unique needs of each client. Anthony has a strong track record of success in helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
02/05/2020 - Present
Rockefeller Financial LLC (San Francisco CA)
CA
12/26/2013 - 11/29/2017
ROBERTSON STEPHENS SECURITIES (SAN FRANCISCO CA)
CA
06/18/2013 - 07/01/2014
PURSHE KAPLAN STERLING INVESTMENTS (SAN FRANCISCO CA)
CA
02/07/2005 - 08/21/2006
S & Y ASSET MANAGEMENT LLC (SAN FRANCISCO CA)
CA
09/15/2004 - 08/21/2006
STONE & YOUNGBERG LLC (SAN FRANCISCO CA)
NY
08/07/2002 - 10/12/2004
QUICK & REILLY, INC. (NEW YORK NY)
CA
01/27/2000 - 08/19/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
BOTH
Issued 09/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 11/29/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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