Linda
Schoenthaler
Financial Decisions, LLC
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About this Advisor
Linda Schoenthaler is a chartered financial consultant operating in New York, New York with 5 years of industry experience. Schoenthaler is currently employed by Financial Decisions, LLC. During their career, the advisor has held roles at Financial Decisions, LLC, Financial Decisions Inc and Penn Mutual Life Ins. Schoenthaler holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in New York and Texas. Financial Decisions, LLC is a firm that has its headquarters in New York, NY. The investment advisory business has offices in five locations and a total of eight advisors. It has $273 million in assets among its 138 accounts, placing it among the mid-sized firms in the country by assets under management. The firm provides services to five charitable organizations. Of its 138 accounts, 76% are associated with high-net-worth individuals who have more than $1 million in investable assets. The firm has a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial advice usually are based on the financial services provided. However, fee types billed by Financial Decisions, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Decisions, LLC Brokerage Details
$273,275,090
8
138
$1,980,254
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Linda Schoenthaler Work History
Linda has been registered as a financial advisor for 5 years.*
Financial Decisions, LLC
Penn Mutual Life Ins
Financial Decisions Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Linda Schoenthaler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Decisions, LLC
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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