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Sean Linder

Advisor at Newedge Advisors

Updated today

Location

Fogelsville, PA 18051

Credentials

CFA®, Series 66

Industry experience

14 years

About

Sean Linder is a CFA® charterholder and Series 66 licensee with 14 years of industry experience. He is currently an advisor at NewEdge Advisors and has previously worked at Purshe Kaplan Sterling Investments and Corbenic Partners, LLC. Outside of his advisory role, he co-owns SJL Rentals LLC, which manages over 200 apartment units. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

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)

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Fee options

Fixed

Flat fees up to $200,000 for financial planning and consulting; fixed fees or project fees for business consulting

Percentage

$25,000 - $1,000,000: 2.25% (Equity and Balanced Accounts under Advisors Choice) $1,000,001 - $2,000,000: 2.00% (Equity and Balanced Accounts under Advisors Choice) Over $2,000,000+: 1.75% (Equity and Balanced Accounts under Advisors Choice) $25,000 - $500,000: 2.25% (Fixed Accounts under Advisors Choice) $500,001 - $1,000,000: 2.00% (Fixed Accounts under Advisors Choice) $1,000,001 - $2,000,000: 1.75% (Fixed Accounts under Advisors Choice) Over $2,000,000+: 1.50% (Fixed Accounts under Advisors Choice) $0 - $50,000: 2.50% (First $50,000 under Financial Product Management Strategy) $50,001 - $250,000: 2.25% (Next $200,000 under Financial Product Management Strategy) $250,001 - $500,000: 2.00% (Next $250,000 under Financial Product Management Strategy) $500,001 - $1,000,000: 1.75% (Next $500,000 under Financial Product Management Strategy) Over $1,000,000+: 1.50% (Over $1,000,000 under Financial Product Management Strategy) $10,000 - $999,999: 1.75% (Mid Atlantic Fund Strategy) $1,000,000 - $1,999,999: 1.50% (Mid Atlantic Fund Strategy) $2,000,000+: 1.25% (Mid Atlantic Fund Strategy) $100,000 - $1,000,000: 2.75% (Equity and Balanced Accounts under Manager of Managers Programs - Legacy clients) $1,000,001 - $2,000,000: 2.50% (Equity and Balanced Accounts under Manager of Managers Programs) Over $2,000,000+: 2.25% (Equity and Balanced Accounts under Manager of Managers Programs) $100,000 - $1,000,000: 2.00% (Fixed Income Accounts under Manager of Managers Programs) $1,000,001 - $2,000,000: 1.75% (Fixed Income Accounts under Manager of Managers Programs) Over $2,000,000+: 1.50% (Fixed Income Accounts under Manager of Managers Programs) $1,000,000 - $25,000,000: 1.00% (Pension Consulting Services for aggregate 401(k) Sponsor Assets) $25,000,001 - $50,000,000: 0.40% (Pension Consulting Services) Over $50,000,000+: 0.25% (Pension Consulting Services) $1 - $50,000: 2.00% (Non-Discretionary Advisory Services) $50,001 - $250,000: 1.75% (Non-Discretionary Advisory Services) $250,001 - $500,000: 1.50% (Non-Discretionary Advisory Services) $500,001 - $1,000,000: 1.25% (Non-Discretionary Advisory Services) $1,000,000+: 1.00% (Non-Discretionary Advisory Services)

Commissions

Commissionable securities sales by registered representatives; mutual funds with 12b-1 fees received by NewEdge Securities; conflicts disclosed

Project-based

Hourly fees range from $0 to $500 per hour for financial planning and consulting; negotiable hourly fees for business consulting

Subscriptions

Subscription-based (ongoing) fees for financial planning and consulting on a monthly or quarterly basis; payment via AdvicePay

Other

Minimum fee: $20 per account per calendar quarter (not to exceed $480 per household per year) Fee-only: Hourly fees from $0 to $500 per hour; flat fee from $0 to $200,000 for financial planning and consulting; negotiable fees for business consulting (hourly, project, or contingent fees)

Location

2042 Folk Road

Fogelsville, PA 18051

Most active in

Pennsylvania

Work history

NewEdge Advisors, LLC.

2024 - Present (2 years)

Prepared Retirement Institute LLC

2020 - Present (6 years)

SJL Rentals LLC

2020 - Present (6 years)

Purshe kaplan Sterling Investments

2013 - 2017 (4 years)

Corbenic Partners, LLC

2013 - 2020 (7 years)

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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Edward K

Series 66

Allentown, PA

Elk Capital Advisors, LLC

Edward Komito is the sole advisor at Elk Capital Advisors, LLC in Allentown, PA, holding a Series 66 designation with 23 years of industry experience. He has led Elk Capital Advisors since 2011 and also operates ELK Financial Investments, a financial advisory and consulting business. Outside of financial services, he owns Elk Capital Expeditors, LLC, a logistics and expediting company. Elk Capital Advisors LLC is a state-registered independent firm providing continuous asset management and portfolio supervision for individuals, high-net-worth clients, trusts, and certain corporate or business entities. The firm offers discretionary portfolio management with an emphasis on individualized service, including suitability assessments, investment restrictions, and active monitoring.

Options & derivatives strategies Annuities
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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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John C

CFP®, Series 65

Allentown, PA

Clearstream Planning, LLC

John Christianson is a CFP® with four years of experience in financial planning. He is the principal of Clearstream Planning, LLC, where he has worked since 2023. Outside of financial advising, he owns and operates Christianson Tutorials, LLC, providing SAT tutoring services. Clearstream Planning, LLC offers financial planning and educational services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm focuses on tailored financial plans and supports implementation through third-party custodians and professionals, delivering advice based on asset allocation and modern portfolio theory without providing investment management or custody services.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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