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Lisa Kay Alden

CCR WEALTH MANAGEMENT, LLC·WESTBOROUGH, Massachusetts
Unclaimed Profile
1400 COMPUTER DR, WESTBOROUGH, MA 01581CRD# 2769158Firm CRD# 116442
01

About

Lisa Kay Alden is a registered financial advisor based in WESTBOROUGH, Massachusetts, affiliated with CCR WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CCR WEALTH MANAGEMENT, LLC
CCR WEALTH MANAGEMENT, LLC
AUM
$7M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CCR WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Commissions
Regulatory
SEC/IARD CRD# 2769158
Firm CRD# 116442
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in WESTBOROUGH
Kevin Timothy Grimes — GRIMES & COMPANY, INC.Carolyn Fields Grimes — GRIMES & COMPANY, INC.Paul Devico — GRIMES & COMPANY, INC.Emily Grimes Wood — GRIMES & COMPANY, INC.Timothy John Grimes — GRIMES & COMPANY, INC.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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