Steven E. Linden

ALLIANCE WEALTH MANAGEMENT GROUP

Flemington, NJ 08822

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CRD#: 2084670

Professional summary

Steven Edward Linden, who also goes by Steve Linden, is a registered financial advisor currently at ALLIANCE WEALTH MANAGEMENT GROUP, LLC located in Flemington, New Jersey and PURSHE KAPLAN STERLING INVESTMENTS located in Flemington, New Jersey.

Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Steven has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Steve Linden

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) ALLIANCE WEALTH MANAGEMENT, INVESTMENT RELATED, RIA, 9/2014-PRESENT. 23 ROYAL RD, SUITE 101, FLEMINGTON, NJ 08822. WEALTH MANAGEMENT FIRM, WEALTH ADVISOR, 200 HRS/MONTH AND 162 HRS/DURING TRADING. 2) PKS FINANCIAL. Not Investment Related. 80 State St, Albany NY 12207. Fixed Insurance and Annuities. Agent. Start 9/2014. Solicit fixed business. 3) ALLIANCE ACCOUNTING GROUP, LLC. Not Investment Related. 23 Royal Road, Suite 101, Flemington, NJ 08822. Accounting Services. Partner. 09/2014. 2-4 Hrs/Mo; 0 During Trading Hours. Partner of Accounting Firm. 4) ALLIANCE WORLDWIDE, LLC. Not Investment Related. 1506 Westover Road, Yardley PA. Holding Company. Member. Start 9/2021. 10 hours per month, 1 during trading. Advise companies how to grow their business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Edward Linden's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 5, 2014 - Present

ALLIANCE WEALTH MANAGEMENT GROUP, LLC

Office #1: 23 Royal Road Suite 101, Flemington, NJ 08822

RIA

CRD#: 169573

Flemington, NJ

Current

September 29, 2014 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 23 Royal Road Suite 101, Flemington, NJ 08822

CRD#: 35747

Flemington, NJ

Past

March 19, 2013 - September 26, 2014

THE PILLAR STRATEGIES

RIA

CRD#: 166641

FLEMINGTON, NJ

Past

November 14, 2011 - September 10, 2014

TRIAD ADVISORS LLC

CRD#: 25803

FLEMINGTON, NJ

Past

March 2, 2004 - September 26, 2014

PRESTIGE WEALTH MANAGEMENT GROUP, LLC

RIA

CRD#: 127381

FLEMINGTON, NJ

Past

April 24, 1997 - November 29, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

FLEMINGTON, NJ

Past

January 16, 1997 - November 29, 2011

LPL FINANCIAL LLC

CRD#: 6413

FLEMINGTON, NJ

Past

October 31, 1994 - January 9, 1997

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

ROCKVILLE, MD

Past

August 21, 1990 - December 10, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

NEWARK, NJ

Past

August 21, 1990 - October 17, 1995

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALLIANCE WEALTH MANAGEMENT GROUP, LLC

ALLIANCE WEALTH MANAGEMENT GROUP, LLC | LAURA ADVISORS, LLC

CRD#: 169573 / SEC#: 801-78935

RIA

Registered Investment Advisory firm - (1/8/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(9/29/2014)

Indiana
(9/29/2014)

Louisiana
(9/29/2014)

Maryland
(9/29/2014)

New Jersey
(9/29/2014)

IAR

New Jersey
(10/1/2014)

New York
(1/11/2016)

North Carolina
(9/29/2014)

Pennsylvania
(9/29/2014)

South Carolina
(6/16/2017)

Tennessee
(9/29/2014)

Texas
(8/29/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/12/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/12/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/7/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/20/1990

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

ALLIANCE WEALTH MANAGEMENT GROUP, LLC

ALLIANCE WEALTH MANAGEMENT GROUP, LLC | LAURA ADVISORS, LLC

CRD#: 169573 / SEC#: 801-78935

RIA

Registered Investment Advisory firm - (1/8/2014 Approved)

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Contact information

Main Address

23 Royal Road Suite 101, Flemington, NJ 08822

Mailing Address

Phone number

(908) 751-7090

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (3/18/2025)

Regulatory assets under management

Total Number of Accounts	1,137
AUM (Assets Under Management)	$ 424,154,401

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Steven E. Linden

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Edward Linden's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

THE PILLAR STRATEGIES

TRIAD ADVISORS LLC

PRESTIGE WEALTH MANAGEMENT GROUP, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

GROVE POINT INVESTMENTS, LLC

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

ALLIANCE WEALTH MANAGEMENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/12/2002

Series 63

Date: 8/12/1994

SIE

Date: 10/1/2018

Series 7

Date: 2/7/1995

Series 6

Date: 8/20/1990

FINRA

Current Firm

ALLIANCE WEALTH MANAGEMENT GROUP, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLIANCE WEALTH MANAGEMENT GROUP, LLC

TRUST BUT VERIFY

Contact information

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