Steven Lee Lindale

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2006 → 05/2019
  M&T Bank (Wilmington Trust Investment Advisors
  Wilmington, DE
• 01/2020 → Present
  Edward Jones
  St. Louis, MO
• 05/2019 → 01/2020
  Unemployed
  Woburn, MA

Other Businesses

"Steven Lindale Type: Rental Property Date: 03/22/14 Title: Landlord Trad Hrs: 0 Tot Hrs: 1 Desc: I have a building maintenance manager. My responsibilities are nearly nil unless there is a catastrophe. This is a house that I owned and lived in while I was in Bear, DE. Now I live in Woburn, MA and hope to sell the property soon. City-State: Bear DE" "Lindale Family Farm - In Estate Settlement process Type: Agriculture - Farm land Date: 03/30/20 Title: part owner Trad Hrs: 0 Tot Hrs: 0 Desc: Tillable acreage is leased by local farmer. We carry insurance on the property about 900 per year and pay property taxes about 1,200 annually. These expenses as well as 9,000 gross annual compensation are currently split 3 ways by the current benefic City-State: Greenwood DE"

Exams

• S66 Uniform Combined State Law Examination
  2020-05-14

Other Names

• Steve Lindale