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Steven Edward Linden

Alliance Wealth Management Group, LLC

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About Steven Edward Linden

Steven Linden is a financial advisor at Alliance Wealth Management Group, LLC. Steven has been in the financial services industry since 1990. Steven provides financial planning and portfolio management services to individuals and families. Steven is registered with the following states: Florida, Indiana, Louisiana, Maryland, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, and Texas. Steven is also registered as an investment advisor representative in New Jersey. Steven is committed to helping clients reach their financial goals.

Firm Information

Steven Linden is currently registered with Alliance Wealth Management Group, LLC. Alliance Wealth Management Group, LLC is an investment advisory firm based in Flemington, New Jersey. They offer a range of services, including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages assets for individuals, both high net worth and other, totaling approximately $363.4 million across 1,046 accounts.
Alliance Wealth Management Group, LLC

23 ROYAL ROAD

FLEMINGTON, NJ 08822

$363.46M

Assets Under Management

1

Total Clients

5

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Steven Linden’s Registration & Firm History

NJ

10/01/2014 - Present

Alliance Wealth Management Group, LLC (FLEMINGTON NJ)

NJ

11/14/2011 - 09/10/2014

TRIAD ADVISORS, INC. (FLEMINGTON NJ)

NJ

01/16/1997 - 11/29/2011

LPL FINANCIAL LLC (FLEMINGTON NJ)

MD

10/31/1994 - 01/09/1997

H. BECK, INC. (ROCKVILLE MD)

NJ

08/21/1990 - 10/17/1995

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

08/21/1990 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

IA

Issued 06/12/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/12/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/1995

Series 7 - General Securities Representative Examination

BC

Issued 08/20/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Edward Linden.
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