NEA Member Benefits
Firm details
- Headquarters
- Gaithersburg, Maryland
- CRD number
- 138196
- Registered since
- November 10, 2005
- Website
- www.neamb.com
- Fee structure
- Fixed Fees, Other
- Services
- Publication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Leona Lindner
President, CEOCRD 7821298
Lisa Ozkan
Chief Compliance OfficerCRD 5061654
Christine Tarrago
Chief Financial OfficerCRD 7999167
Contacts
3 of 9Jasman Jones
DirectorCRD 5818544
Albert Llorens
DirectorCRD 8192502

Shannon Rasmussen
DirectorCRD 8192497
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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