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Charles B

Series 63, Series 66

Darien, CT

Sonder Partners, LLC

Charles Burdette is a financial advisor at Sonder Partners, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Barclays Capital and Lehman Brothers Inc. Burdette is also a venture partner at Nosara Capital, where he has a carried interest in the funds. Sonder Partners provides advisory services primarily by referring clients to a select group of third-party money managers, serving individual and high-net-worth clients as well as other registered investment advisers. The firm bases its recommendations on client suitability assessments and employs a mix of fundamental and technical analysis alongside modern portfolio theory.

Passive / index investing Wealth management
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Jason P

Series 65, Series 66

Kennebunkport, ME

Sonder Partners, LLC

Jason Pinkham is a financial advisor at Sonder Partners, LLC with seven years of industry experience. He holds Series 65 and Series 66 registrations and previously worked at Dynasty Financial Partners and Morgan Stanley DW Inc. Outside of his advisory role, Pinkham serves as a strategic advisor and investor for AndSimpleApS, a family office networking and consulting business. Sonder Partners provides advisory services to individual and high-net-worth clients, as well as other registered investment advisers, primarily through referrals to selected third-party money managers. The firm emphasizes suitability assessments and monitors a focused group of managers, utilizing a variety of investment analysis methods while operating on a flat-dollar fee structure.

Passive / index investing Wealth management
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