Linda
Schoenthaler
Financial Decisions, LLC
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About this Advisor
Linda Schoenthaler is a financial advisor based in New York, New York, working with Financial Decisions, LLC. Linda has previously held positions at Financial Decisions, LLC, Financial Decisions Inc, and Penn Mutual Life Ins. Linda has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York and Texas. Currently, Linda is part of Financial Decisions, LLC, which operates out of New York, New York. The firm has 5 offices and 8 employees. The firm manages assets totaling $302.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Financial Decisions, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Financial Decisions, LLC Brokerage Details
$302,509,632
8
514
$588,540
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
Financial Decisions, LLC
Penn Mutual Life Ins
Financial Decisions Inc
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 6/19/2024. 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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