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RIA / WealthAdvisorChartered Financial Analyst14 years in industry

SEAN GREGORY LINDER

Advisor at NEWEDGE ADVISORS

Fogelsville, PA | NEW ORLEANS, LA

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Search this name across graphsid dfx:ria:63a6f504-6bef-79f3-011b-27be27cf3f45

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Nov 15, 2011 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NEWEDGE ADVISORS
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 9, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S66
First exam: Nov 9, 2011
First registration: Nov 15, 2011
Dual registered: no
IAPD individual key: 5811199

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NEWEDGE ADVISORS	Bd affiliated wealth	Feb 28, 2024	n/a	yes	Fogelsville, PA\|NEW ORLEANS, LA	Current employment
PREPARED RETIREMENT INSTITUTE LLC	Independent wealth	Sep 4, 2020	Apr 8, 2024	no	MONTGOMERYVILLE, PA\|Bethlehem, PA	Previous registration
CORBENIC PARTNERS, LLC	Former SEC adviser	Sep 27, 2013	May 15, 2020	no	BETHLEHEM, PA	Previous registration
MFP STRATEGIES	Former SEC adviser	Nov 15, 2011	Sep 13, 2013	no	BETHLEHEM, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PREPARED RETIREMENT INSTITUTE LLC	NEWEDGE ADVISORS	Apr 8, 2024	Feb 28, 2024	-40	Firm change after gap	RIA to ibd
CORBENIC PARTNERS, LLC	PREPARED RETIREMENT INSTITUTE LLC	May 15, 2020	Sep 4, 2020	112	Firm change	RIA to RIA
MFP STRATEGIES	CORBENIC PARTNERS, LLC	Sep 13, 2013	Sep 27, 2013	14	Firm change	Other

Relationships

Registered with (4)

→ NEWEDGE ADVISORSRegistered adviserregistration: current employment
Feb 28, 2024 to presentfactForm ADV
→ PREPARED RETIREMENT INSTITUTE LLCRegistered adviserregistration: previous registration
Sep 4, 2020 to Apr 8, 2024factForm ADV
→ CORBENIC PARTNERS, LLCRegistered adviserregistration: previous registration
Sep 27, 2013 to May 15, 2020factForm ADV
→ MFP STRATEGIESRegistered adviserregistration: previous registration
Nov 15, 2011 to Sep 13, 2013factForm ADV

Dated events

Occurred
Apr 8, 2024
Advisor changed firm
Sean Gregory Linder left Prepared Retirement Institute Llc for Newedge Advisors (registered 2024-02-28)
Form ADVobserved 6 days ago