Sean M. Linder

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 11/2020
  Fidelity Brokerage Service Llc
  Wesklake, TX
• 07/2018 → 11/2020
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2021 → 05/2021
  Allstate Insurance Co
  Rowlett, TX
• 11/2020 → 02/2021
  Unemployed
  Irving, TX
• 07/2021 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 07/2021 → Present
  Schwab Wealth Advisory Inc
  Westlake, TX

Previous Registrations

• 2021-03-01 → 2021-06-15
  Allstate Financial Advisors, Llc
  Rowlett, TX
• 2018-07-13 → 2020-11-12
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2017-01-04 → 2018-07-13
  Strategic Advisers Llc
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2015-05-28

Other Names

• Sean Mark Linder
• Sean M. Linder
• Sean Linder