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Sean Gregory Linder

Newedge Advisors

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About Sean Gregory Linder

Sean Gregory Linder is a financial advisor with Newedge Advisors. Sean has been in the financial services industry since 2011. Sean holds a Series 66 and Series 7 license and is a Chartered Financial Analyst. Sean has been registered in Pennsylvania since 2011 and currently holds an active Investment Advisor Representative license in Pennsylvania. Sean has a strong track record of success in the financial services industry. Prior to joining Newedge Advisors, Sean was a financial advisor at PURSHE KAPLAN STERLING INVESTMENTS and M HOLDINGS SECURITIES, INC. Sean is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Sean Linder is currently registered with Newedge Advisors. Newedge Advisors is an investment advisor with over $10 billion in assets under management. They provide a wide range of financial planning and advisory services to individuals, businesses, charitable organizations, pension plans, and high-net-worth individuals. The firm has over 396 investment advisor representatives and 194 registered representatives located throughout the United States. Newedge Advisors also offers wrap fee programs.
Newedge Advisors

858 CAMP STREET

NEW ORLEANS, LA 70130

$18.43B

Assets Under Management

141

Total Clients

420

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sean Linder’s Registration & Firm History

LA

02/28/2024 - Present

Newedge Advisors (NEW ORLEANS LA)

PA

10/22/2013 - 12/31/2017

PURSHE KAPLAN STERLING INVESTMENTS (BETHLEHEM PA)

PA

09/09/2011 - 08/30/2013

M HOLDINGS SECURITIES, INC. (BETHLEHEM PA)

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Licenses & Designations

BOTH

Issued 11/09/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Gregory Linder.
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