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 operates primarily as an advisor focused on member-facing education and publication services rather than traditional discretionary asset management. The firm is SEC-registered (2005) and operates across multiple states. Its stated business activities emphasize the publication of periodicals or newsletters and delivering educational seminars and workshops, which suggests its advisory value is delivered through guidance, content and fixed-fee programs rather than an asset-based advisory model. The firm’s fee structure is listed as fixed fees and other non‑asset based arrangements. NEA Member Benefits is not classified as a capital allocator, is not identified as an active ESG investor, and does not present itself as a pension consultant or a related adviser. Ownership is recorded as a domestic entity and individual ownership structure, while regulatory classification is unclassified.

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

    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

    DirectorCRD 8192497

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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