Unclaimed Profile

Lisa Kay Alden

CCR WEALTH MANAGEMENT, LLC·WESTBOROUGH, Massachusetts

SIE, Series 4, Series 7, Series 24, Series 51, Series 63, Series 65Clean record20 years registeredCCR WEALTH MANAGEMENT, LLC

1400 COMPUTER DR, WESTBOROUGH, MA 01581CRD# 2769158Firm CRD# 116442

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lisa Kay Alden · WESTBOROUGH, MA

Registration

CRD #2769158 · CCR WEALTH MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

AMERIPRISE FINANCIAL SERVICES, LLC

May 2025 – present

AMERIPRISE FINANCIAL SERVICES, LLC

Apr 2025 – present

CETERA INVESTMENT ADVISERS LLC

Mar 2024 – Oct 2024

WESTBOROUGH, MA

CETERA ADVISORS LLC

Dec 2005 – Mar 2024

WESTBOROUGH, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · December 7, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CCR WEALTH MANAGEMENT, LLC

CRD 116442 · SEC 801-60657

AUM

$7M

Regulatory assets under management

Employees

45 client accounts

Services offered by CCR WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CCR WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Lisa Kay Alden offer?

Lisa Kay Alden specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTBOROUGH, Massachusetts for a consultation.

What are Lisa Kay Alden's credentials?

Lisa Kay Alden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lisa Kay Alden located?

Lisa Kay Alden is based in WESTBOROUGH, Massachusetts, working with CCR WEALTH MANAGEMENT, LLC. Their office serves clients in the WESTBOROUGH metropolitan area and surrounding communities.

How does Lisa Kay Alden charge for services?

Lisa Kay Alden's firm is compensated through percentage of aum, hourly charges, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CCR WEALTH MANAGEMENT, LLC?

CCR WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $7M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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