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Charles B

Series 66, Series 63

Darien, CT

Sonder Partners, LLC

Charles Burdette is a financial advisor at Sonder Partners, LLC, holding Series 66 and Series 63 licenses with eight years of industry experience. His prior work includes six years at Barclays Capital and several years at Nosara Capital, where he also serves as a venture partner with carried interest in the funds. Sonder Partners primarily acts as a referral firm, directing prospective clients to other registered investment advisers while providing discretionary portfolio management to a limited number of legacy clients. The firm serves individual investors and other advisers, conducting suitability assessments and ongoing diligence on recommended third-party managers and advisory programs.

Wealth management Passive / index investing
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Jason P

Series 66, Series 65

Kennebunkport, ME

Sonder Partners, LLC

Jason Pinkham is a financial advisor with Sonder Partners, LLC, holding Series 65 and Series 66 licenses and seven years of industry experience. He previously worked at Dynasty Financial Partners for eleven years before joining Sonder Partners in 2021. Pinkham serves as a strategic advisor and investor to AndSimpleApS, a family office networking and consulting business. Sonder Partners primarily refers clients to other registered investment advisers while providing discretionary portfolio management to a limited number of legacy clients. The firm serves both non-high-net-worth and high-net-worth individual investors as well as other advisers, conducting suitability assessments and ongoing manager due diligence to align recommendations with client objectives.

Wealth management Passive / index investing
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