SL
SL

Steven Edward Linden

35 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
425 clients
Average Client Portfolio
$998K average
Assets Under Management
$424.2M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
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Location

23 Royal Road, Suite 101, Flemington, NJ, 08822

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Steven is a wealth advisor at Alliance Wealth Management, dedicating full-time hours to this role. He also solicits fixed insurance and annuities through PKS Financial and is a partner in Alliance Accounting Group, LLC, spending minimal time on the latter. Finally, Steven advises companies on business growth through Alliance Worldwide, LLC, spending a few hours per week on this activity.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
September 2014 - Present · 11 yrs 5 mos
Alliance Wealth Management Group, LLC
September 2014 - Present · 11 yrs 5 mos
Previous Registrations
The Pillar Strategies
March 2013 - September 2014 · 1 yr 6 mos
Triad Advisors, INC.Broker
November 2011 - September 2014 · 2 yrs 10 mos
Prestige Wealth Management Group, LLC
March 2004 - September 2014 · 10 yrs 6 mos
LPL Financial LLC
April 1997 - November 2011 · 14 yrs 7 mos
LPL Financial LLCBroker
January 1997 - November 2011 · 14 yrs 10 mos
H. Beck, INC.Broker
October 1994 - January 1997 · 2 yrs 3 mos
Pruco Securities CorporationBroker
August 1990 - October 1995 · 5 yrs 2 mos
The Prudential Insurance Company of AmericaBroker
August 1990 - December 1993 · 3 yrs 4 mos
State Registrations11 states
FLINLAMDNCNJNYPASCTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.