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Sean Gregory Linder

Advisor at Newedge Advisors — Fogelsville, PA

Updated today

Credentials

CFA®, Series 66

Experience

14 years

Location

Fogelsville, PA 18051

Newedge Advisors logo

Newedge Advisors

Enterprise

Total advisors

609

Across 254 offices

Clients per advisor

80 High

Avg AUM per client

$813,531 High

HNW client ratio

27% High

About

Sean Linder is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He is currently with NewEdge Advisors and previously worked at Prepared Retirement Institute LLC, Purshe Kaplan Sterling Investments, Corbenic Partners, LLC, and MFP Strategies. Outside of his advisory role, he is a co-owner of SJL Rentals LLC, managing over 200 apartment units. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, and retirement consulting services, utilizing multiple program structures that combine in-house manager selection with third-party strategies and technological tools for ongoing due diligence and client support.

Client services

Based on Newedge Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Newedge Advisors

Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Newedge Advisors

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees for financial planning up to $200,000; business consulting fees negotiable

Percentage

$25,000 - $1,000,000: 2.25% of assets (Equity and Balanced Accounts - Advisors Choice) $1,000,001 - $2,000,000: 2.00% of assets (Equity and Balanced Accounts - Advisors Choice) Over $2,000,000+: 1.75% of assets (Equity and Balanced Accounts - Advisors Choice) $25,000 - $500,000: 2.25% of assets (Fixed Accounts - Advisors Choice) $500,001 - $1,000,000: 2.00% of assets (Fixed Accounts - Advisors Choice) $1,000,001 - $2,000,000: 1.75% of assets (Fixed Accounts - Advisors Choice) Over $2,000,000+: 1.50% of assets (Fixed Accounts - Advisors Choice) $0 - $50,000: 2.50% of assets (Financial Product Management - first $50,000) Next $200,000 - $250,000: 2.25% of assets (Financial Product Management) Next $250,000 - $500,000: 2.00% of assets (Financial Product Management) Next $500,000 - $1,000,000: 1.75% of assets (Financial Product Management) Over $1,000,000+: 1.50% of assets (Financial Product Management) $10,000 - $999,999: 1.75% of assets (Mid Atlantic Fund Strategy) $1,000,000 - $1,999,999: 1.50% of assets (Mid Atlantic Fund Strategy) $2,000,000 and over+: 1.25% of assets (Mid Atlantic Fund Strategy) $100,000 - $1,000,000: 2.75% of assets (Manager of Managers Equity and Balanced Accounts) $1,000,001 - $2,000,000: 2.50% of assets (Manager of Managers Equity and Balanced Accounts) Over $2,000,000+: 2.25% of assets (Manager of Managers Equity and Balanced Accounts) $100,000 - $1,000,000: 2.00% of assets (Manager of Managers Fixed Income Accounts) $1,000,001 - $2,000,000: 1.75% of assets (Manager of Managers Fixed Income Accounts) Over $2,000,000+: 1.50% of assets (Manager of Managers Fixed Income Accounts) $10,000+: $25,000 minimum for MMP program

Commissions

Commissionable securities sales by representatives registered with broker-dealer affiliates

Project-based

Hourly consulting fees from $0 to $500

Subscriptions

Subscription-based fees for ongoing financial planning services; payment arrangements established via third-party vendor AdvicePay

Other

Account minimum: $25,000 Minimum fee: A flat $20 fee per account per calendar quarter (maximum $480 per household per year) Fee-only: Flat fees up to $200,000 for financial planning; ongoing subscription fees available; hourly rates from $0 to $500

Location

See office

Fogelsville, PA

2042 Folk Road

Fogelsville PA 18051

Advisors at this office

1

Most active in

Pennsylvania

Work history

14 years of industry experience

NewEdge Advisors, LLC.

2024 - Present • 2 years

NEw Orleans, LA

Prepared Retirement Institute LLC

2020 - 2024 • 4 years

Lansdale, PA

SJL Rentals LLC

2020 - Present • 6 years

Bethlehem, PA

Purshe Kaplan Sterling Investments

2013 - 2017 • 4 years

Albany, NY

Corbenic Partners, LLC

2013 - 2020 • 7 years

Bethlehem, PA

MFP Strategies

2011 - 2013 • 2 years

Bethlehem, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael B

Series 63, Series 66

Whitehall, PA

Ata Management Strategies Inc

Michael Boyko is a financial advisor with ATA Management Strategies Inc. holding Series 63 and Series 66 designations and has 25 years of industry experience. He has been with ATA Management Strategies since 2018 and has prior experience in the retail sector with Bethlehem Suburban Ford and Brooks Brothers. ATA Management Strategies provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm employs both fundamental and technical analysis and offers portfolio management, financial consultations, and written plans, delivering services through various fee arrangements and maintaining discretionary authority for managed accounts.

Wealth management General retirement planning General estate planning guidance
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Edward K

Series 66

Emmaus, PA

Elk Capital Advisors, LLC

Edward Komito is a financial advisor at Elk Capital Advisors, LLC with 24 years of industry experience. He has held roles at Merrill and Morgan Stanley, and founded Elk Capital Advisors in 2011. Outside of his advisory work, he owns Elk Capital Expeditors, LLC, a logistics and expediting business unrelated to financial services. Elk Capital Advisors provides asset management and advisory services to individuals, high-net-worth clients, trusts, business entities, and defined contribution retirement plans. The firm offers tailored investment strategies on both discretionary and non-discretionary bases, ranging from long-term holdings to frequent trading across various securities.

Active portfolio management Options & derivatives strategies
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Leo F

Series 63

Orefield, PA

Investors' Choice Advisory Services, LLC

Leo Furlong is the sole advisor at Investors' Choice Advisory Services, LLC, with 26 years of industry experience. He holds a Series 63 designation and has worked at Investors' Choice Securities, LLC, Investors' Choice Advisory Services LLC, Furlong & Company, and H.D. Vest Investment Securities, Inc. since 1987. In addition to his advisory role, he operates a separate CPA practice and other business interests. Investors' Choice Advisory Services provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm integrates investment management with tax and accounting services, using model portfolios and customized allocations informed by fundamental and technical analysis.

General retirement planning Wealth management Long-term care insurance Life insurance needs analysis Self-Employed

Lew C

CFP®

Macungie, PA

Christman Financial Advisors LLC

At Christman Financial Advisors LLC my mission is to help clients "ACHIEVE UNCOMMON FREEDOM". The purpose is to help build, manage, preserve and protect your wealth for generations no matter what stage your in or at. Clients of Christman Financial Advisors understand that by coordinating and managing today’s financial decisions they can achieve their goals for tomorrow while still enjoying the fruits of their labor today. Clients usually have no desire to manage their financial affairs on a daily basis, want to simplify their lives, and are willing to delegate that responsibility as well as enter into a long-term relationship. They know they can sleep at night knowing that I am looking out for their well being. They want to work with a professional advisor, not a sales representative. At Christman Financial Advisors, I believe people should seek to partner in their financial lives with a professional financial planner who is their guide, not their guru, who delivers discipline over promises of great investment returns, and who is an advocate for them and coordinates that advocacy with the other professionals in their lives. There are several areas that I help families and individuals when it comes to Financial Planning and Wealth Management. 1. Solid investment performance. While I cannot control the actual return you achieve on your investments my philosophy is to invest in vehicles that I know and understand and that will allow you to sleep comfortably at night. I look to diversify your investments and stress capital preservation and maintaining quality of life, not performance. 2. Control and Simplicity. My goal is to simplify your investments and personal finances and take over the burden of the daily management of those investments so that you have more control over that aspect of life. 3. Appropriate products and strategies. I help you choose the right investments and strategies (along with your other Advisors) that match your volatility (risk) tolerance and your unique situation. As a fee only Advisor I do not receive any commission from the sale of any individual product. I recommend what is in YOUR best interests. 4. Help in planning or maintaining a secure retirement and getting their financial house in order. 5. Helping you avoid mistakes. Many investors lose money because they invest at the peak and pull their money out in the troughs. I will act as your guide. A professional that you can call and talk to before making a decision.

General retirement planning HENRY (High Earners, Not Rich Yet) Gen X (Born 1965-1980)
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Mark C

Series 66

Macungie, PA

Mark Cernese & Associates

Mark Cernese is the principal of Mark Cernese & Associates, an independent registered investment adviser based in Macungie, PA. He holds a Series 66 designation and has 13 years of industry experience. In addition to his advisory role, he serves as a contract Chief Financial Officer for two IT managed services providers, providing strategic financial consulting. Mark Cernese & Associates offers discretionary investment management and financial planning services to individuals and institutional clients, including small businesses, nonprofits, and government agencies. The firm employs a passive, cost-conscious investment approach focused on diversification, buy-and-hold strategies, and low-cost securities, tailoring portfolios to client-specific factors such as age, income needs, tax considerations, and risk tolerance.

General retirement planning Active portfolio management

Jessica G

CFP®, EA

Allentown, PA

Pavilion Financial Planning

Whether you’re a tech worker who’s just received RSUs for the first time or you're a long-term employee needing a plan for all your ISOs, you’ve found the right place. I do this work because I believe everyone deserves quality financial planning. When you work with me, you get personalized, one-on-one financial guidance. That means no more sifting through heaps of personal finance articles, stressing about what you’re missing. You get a financial professional who can answer your burning questions – including the ones you didn’t think to ask. Life changes constantly – the same goes for your finances. With ongoing financial planning, you’ll get recommendations based on your unique financial situation. We’ll meet every quarter to keep your financial plans fresh, and I’m here to help you get things done. Learn more about my services here: https://www.pavilionfp.com/services/

Equity Recipients (RS/RSU, SOP, ESPP) Women Professionals Young Professionals Gen Y/Millennials (Born 1980-1995)
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