Eric J. Linger
SHERWOOD INVESTMENTS
REDMOND, WA
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CRD#: 2958820
Eric J LingerSHERWOOD INVESTMENTS
Professional summary
Eric J Linger is a registered financial advisor currently at SHERWOOD INVESTMENTS located in Redmond, Washington and MADRONA FINANCIAL & CPAS located in Redmond, Washington.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Eric has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Always Fiduciary
Serves: High Net Worth Individuals & Families
Serves: Financial Planning for Women
Services Offered
Eric J. Linger is a Registered Investment Advisor (RIA) and the principal of Sherwood Investments. He specializes in developing customized financial strategies so clients can improve their standard of living and retire financially secure. He values the close
personal contact he maintains with each of the clients he works with.
Prior to founding Sherwood Investments
Mr. Linger was the branch manager of a major Edward Jones investment office in Somerville
NJ. He started his career as an electrical engineer at Bell Labs
and advanced to senior executive positions in financial planning and analytical areas at AT&T.
Mr. Linger received a Bachelor of Science in Electrical Engineering (BSEE) from Penn State
a Master of Science in Electrical Engineering (MSEE) from New York University
and an MBA from Monmouth University.
As a financial expert with in-depth investment knowledge
Mr. Linger appears on television on both the east and west coast and is quoted in national newspapers and professional publications. He completes over 30-credits of continuing education every year to keep abreast of changes and to increase his proficiency.
Mr. Linger puts this in writing for each client that he is a fiduciary
and always works in their best interest.
If you would like to simplify your financial life and become more financially secure
please visit our secure web site for more information or call us at 425-898-8989.
Biography
For twenty years I have been helping clients simplify their financial lives, improve their standard of living and sleep well at night! Their money is invested as if it were my own, but with their objectives in mind.
All securities are purchased and sold without commissions, avoiding any possible conflicts of interests. The only product I sell is exceptional service, unbiased investment management, and sound investment strategies.
We stay in frequent contact with you to keep you informed and for us to remain up-to-date on your financial requirements. All calls are returned the same day.
On a personal level: My love for financial management began at an early age, after winning the stock-picking contest in high school. I couple this love with my financial planning and investment management experiences at Bell Labs, AT&T and Edward Jones to help individuals simplify and improve their financial lives. I am an avid photographer, play tennis, love animals and have one wife, two kids and two cats.
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Eric J Linger's 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®
NoneExperience
Current
May 21, 2012 - Present
SHERWOOD INVESTMENTS
RIA
CRD#: 113622
REDMOND, WA
Current
September 18, 2026 - Present
MADRONA FINANCIAL & CPAS
RIA
CRD#: 115753
Redmond, WA
Past
January 9, 2012 - June 1, 2016
SHERWOOD INVESTMENTS
RIA
CRD#: 113622
REDMOND, WA
Past
November 24, 1997 - June 26, 1999
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
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".
MF
MADRONA FINANCIAL & CPAS
BAUER & EVANS, INC. | MADRONA FINANCIAL SERVICES, LLC | MADRONA FINANCIAL & CPAS | BONDSTREET WEALTH MANAGEMENT, LLC | BAUER EVANS, INC. | BAUER EVANS WEALTH MANGEMENT, LLC | BAUER EVANS WEALTH MANAGEMENT, LLC
CRD#: 115753 / SEC#: 801-63693
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)California
Registered Investment Advisory firm - (2/3/2006 Cancelled)Washington
Registered Investment Advisory firm - (7/17/2006 Terminated)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
Washington(5/21/2012)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
MF
MADRONA FINANCIAL & CPAS
BAUER & EVANS, INC. | MADRONA FINANCIAL SERVICES, LLC | MADRONA FINANCIAL & CPAS | BONDSTREET WEALTH MANAGEMENT, LLC | BAUER EVANS, INC. | BAUER EVANS WEALTH MANGEMENT, LLC | BAUER EVANS WEALTH MANAGEMENT, LLC
CRD#: 115753 / SEC#: 801-63693
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)California
Registered Investment Advisory firm - (2/3/2006 Cancelled)Washington
Registered Investment Advisory firm - (7/17/2006 Terminated)Loading...
Contact information
Main Address
2911 Bond Street, Suite 200, Everett, WA 98201
Mailing Address
Phone number
(425) 212-3777
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,813 |
| AUM (Assets Under Management) | $ 691,792,793 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
