NEA Member Benefits

RIASEC RegisteredEst. 2005
Total AUM
Avg account
$0
Accounts
0
Employees
86
Advisory reps
12

Firm details

Headquarters
Gaithersburg, Maryland
CRD number
138196
Registered since
November 10, 2005
Fee structure
Fixed Fees, Other
Services
Publication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

NEA Member Benefits is an institutional registered investment adviser that has been SEC-registered since 2005. The firm is classified as an institutional RIA and is structured as a domestic entity/individual ownership type. It operates across multiple states and is not a newly formed adviser. NEA Member Benefits is not positioned as a capital allocator and does not act as a pension consultant or related adviser. The firm’s client-facing work emphasizes education and communication: its documented advisory activities include publishing periodicals or newsletters and running educational seminars and workshops. Fee arrangements include fixed fees and other non-standard fee structures. The firm is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Leona Lindner

    Leona Lindner

    President, CEOCRD 7821298

  • Lisa Ozkan

    Chief Compliance OfficerCRD 5061654

  • Christine Tarrago

    Chief Financial OfficerCRD 7999167

Contacts

3 of 9
  • Jasman Jones

    DirectorCRD 5818544

  • Albert Llorens

    DirectorCRD 8192502

  • Shannon Rasmussen

    Shannon Rasmussen

    DirectorCRD 8192497

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Gaithersburg, MD

Montgomery

Location

Gaithersburg, MD

Headquartered in Gaithersburg, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Montgomery
Address
900 Clopper Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth