Donald Link is a CFP-designated registered investment advisor at Newedge Advisors, based in Florham, NJ, with 26 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 49,898 clients with $43B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.0M | 2.00% |
| $2M+ | 1.75% |
Schedule reflects the primary Equity and Balanced Advisors Choice program. The firm imposes a maximum annual fee of 1.75% for new accounts opened after December 31, 2025, though older accounts may have rates up to 2.50%. Additional program schedules exist for fixed income, mutual fund strategies, and third-party manager programs. Fees are negotiable.
Fee Estimator
Location
30 Columbia Turnpike, Suite 101, Florham, NJ, 07932
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donald is a financial representative selling non-variable insurance since 2017, dedicating minimal time. He is also an agent at Madison Brokerage Corp since 2023, and spends full-time hours at Link Financial LLC and NewEdge Advisors as a registered investment advisor.
Employment History
Current Registrations
Newedge Advisors
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Private Portfolio Partners, LLC
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Ws Griffith Securities, INC.Broker
State Registrations9 states
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
More Advisors
- John Menniti, CFPNewedge Advisors