Sean Gregory Linder
Investment adviser representative at Newedge Advisors
13 yearsExperience
1 stateRegistered in
CFADesignation
$43.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Newedge Advisors, LLC.Feb 2024 to now
- Prepared Retirement Institute LLCSep 2020 to now
- Sjl Rentals LLCJan 2020 to now
- Purshe Kaplan Sterling InvestmentsOct 2013 to Dec 2017
- Corbenic Partners, LLCSep 2013 to May 2020
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (PA).
Newedge Advisors
Legal name: Newedge Advisors, LLC
$43.2BAssets managed
49,898Clients
603Advisers
12 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
- 5811199
- Firm CRD
- 171351