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Robert Joseph Lindner

LINDNER CAPITAL ADVISORS, INC.·MARIETTA, Georgia
Series 1, Series 3, Series 4, Series 7, Series 24, Series 28, Series 53, Series 63, Series 65ChFC23 years registeredLINDNER CAPITAL ADVISORS, INC.
600 VILLAGE TRACE NE, MARIETTA, GA 30067-4069CRD# 852145Firm CRD# 108584

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Joseph Lindner · MARIETTA, GA
Registration
CRD #852145 · LINDNER CAPITAL ADVISORS, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: LINDNER CAPITAL ADVISORS, INC.
PRIVATE WEALTH ADVISORY GROUP, INC.
Jan 2015Dec 2019
MARIETTA, GA
Nov 2002Dec 2020
Atlanta, GA
02

Registrations & Exams

FINRA examinations passed
Series 1
Series 3
Series 4
Series 7
Series 24
Series 28
Series 53
Series 63
Series 65
Registration record
First registered · November 1, 2002
Years registered · 23
Professional designation · ChFC
03

Disclosure History

2020Civil·Final
2020Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
LINDNER CAPITAL ADVISORS, INC.
CRD 108584 · SEC 801-54866
AUM
$147M
Regulatory assets under management
Employees
8
590 client accounts
Services offered by LINDNER CAPITAL ADVISORS, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Nonprofits & Foundations
Introduction

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05

Frequently Asked Questions

What services does Robert Joseph Lindner offer?
Robert Joseph Lindner specializes in Investment Management, Wealth Management, Fee-Only Advisory.
What are Robert Joseph Lindner's credentials?
Robert Joseph Lindner holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Robert Joseph Lindner located?
Robert Joseph Lindner is based in MARIETTA, Georgia, last registered with LINDNER CAPITAL ADVISORS, INC..
How does Robert Joseph Lindner charge for services?
Robert Joseph Lindner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LINDNER CAPITAL ADVISORS, INC.?
LINDNER CAPITAL ADVISORS, INC. has approximately 8 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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