Stephen Linden Thomas
Investment adviser representative at Indexperts, LLC
17 yearsExperience
1 stateRegistered in
$100.9MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Indexperts, LLCJun 2021 to now
- Linden Thomas Advisory Services, LLCDec 2017 to now
- Linden Thomas and Company Securities, LLCAug 2017 to now
- Strategic Index Advisors, LLCMay 2017 to Dec 2017
- Wells Fargo Advisors Financial Network LLCMay 2009 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 1 state (NC).
Indexperts, LLC
$100.9MAssets managed
3Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1789031
- Firm CRD
- 314858