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Sean M. Linder

Schwab Wealth Advisory, Inc.

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About Sean M. Linder

Sean Linder is an investment advisor representative at Schwab Wealth Advisory, Inc. Sean has been working in the financial services industry since 2015. Sean holds the Series 6, 7, 66, and SIE securities licenses and is registered with FINRA. Sean is registered as an investment advisor representative in 53 states and the District of Columbia. Sean is also registered as an investment advisor representative in Colorado. Sean is affiliated with the Westlake, TX branch office of Schwab Wealth Advisory, Inc.

Firm Information

Sean Linder is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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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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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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Sean Linder’s Registration & Firm History

TX

08/12/2021 - Present

Schwab Wealth Advisory, Inc. (Westlake TX)

TX

03/01/2021 - 06/15/2021

ALLSTATE FINANCIAL SERVICES, LLC (Rowlett TX)

TX

05/05/2015 - 11/11/2020

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 05/28/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Sean M. Linder.
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