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David Linsen

Abner Herrman & Brock, LLC
28 Years of Experience
Jersey City, NJ
View SEC Summary
View SEC Summary

David Linsen is a registered investment advisor at Abner Herrman & Brock, LLC, based in Jersey City, NJ, with 28 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,403 clients with $2.7B in assets under management.

Abner Herrman & Brock, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
2,403 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

Annual fee rates range from 0.25% to 1.40% and are negotiable based on portfolio strategy, asset allocation, customization, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

185 Hudson Street, Suite 1640, Jersey City, NJ, 07311

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

David is involved in a real estate business that builds and sells spec homes. He manages the finances of this business and dedicates time to it on weekends.

Employment History
Current Registrations
Abner Herrman & Brock, LLC
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Abner Herrman & Brock, LLC
October 2021 - December 2023 · 2 yrs 2 mos
Abner Herrman & Brock, LLCBroker
October 2021 - December 2023 · 2 yrs 2 mos
Summit Financial, LLC
March 2021 - July 2021 · 4 mos
Lord, Abbett & CO. LLC
May 2005 - April 2020 · 14 yrs 11 mos
Lord Abbett Distributor LLCBroker
July 2001 - April 2020 · 18 yrs 9 mos
J.P. Morgan Securities INC.Broker
May 2001 - July 2001 · 2 mos
J.P. Morgan Securities INC.Broker
April 1997 - May 2001 · 4 yrs 1 mo
State Registrations1 state
NJ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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