Linda E. Yeager

TILLER PRIVATE WEALTH

Bethlehem, PA 18015

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CRD#: 2562917

Professional summary

Linda Elaine Yeager, who also goes by Linda Elaine Gattuso, is a registered financial advisor currently at TILLER PRIVATE WEALTH, INC. located in Bethlehem, Pennsylvania.

Linda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Linda has worked at 3 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Linda Elaine Gattuso

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Linda Elaine Yeager'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

April 27, 2018 - Present

TILLER PRIVATE WEALTH, INC.

Office #1: 1412 Walter Street, Bethlehem, PA 18015

RIA

CRD#: 111268

Bethlehem, PA

Past

December 1, 2005 - February 17, 2006

FRANKLIN DISTRIBUTORS, LLC

CRD#: 109064

STAMFORD, CT

Past

January 22, 1998 - December 1, 2005

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

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".

TILLER PRIVATE WEALTH, INC.

SUPRA CAPITAL MANAGEMENT INC | YOUNGS ADVISORY GROUP, INC. | YOUNGS ADVISORY GROUP | TILLER PRIVATE WEALTH, INC.

CRD#: 111268 / SEC#: 801-53367

RIA

Registered Investment Advisory firm - (11/27/1996 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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(4/27/2018)

IAR

Texas
(11/18/2020)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/27/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/29/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/10/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/16/1998

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/25/2004

General Securities Principal Examination

Current Firm

TILLER PRIVATE WEALTH, INC.

SUPRA CAPITAL MANAGEMENT INC | YOUNGS ADVISORY GROUP, INC. | YOUNGS ADVISORY GROUP | TILLER PRIVATE WEALTH, INC.

CRD#: 111268 / SEC#: 801-53367

RIA

Registered Investment Advisory firm - (11/27/1996 Approved)

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Contact information

Main Address

1412 Walter Street, Bethlehem, PA 18015

Mailing Address

Phone number

(610) 954-9940

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

03 03 2025 TPW FORM ADV PART 2A FINAL (3/3/2025)

Regulatory assets under management

Total Number of Accounts	1,146
AUM (Assets Under Management)	$ 646,296,692

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.

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Advisor Monitoring

Firm Stability Insights

Linda E. Yeager

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Linda Elaine Yeager's CRS (Customer Relationship Summary).

Certified licenses

Experience

FRANKLIN DISTRIBUTORS, LLC

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

TILLER PRIVATE WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/27/2018

Series 63

Date: 11/29/2000

Series 7

Date: 6/10/1998

Series 6

Date: 1/16/1998

Series 24

Date: 5/25/2004

Current Firm

TILLER PRIVATE WEALTH, INC.

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TILLER PRIVATE WEALTH, INC.

TRUST BUT VERIFY

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