Unclaimed Profile

Aaron Lee Williams

ALDEN INVESTMENT ADVISORS, LLC·WAYNE, Pennsylvania

SIE, Series 7TO, Series 66Clean record6 years registeredALDEN INVESTMENT ADVISORS, LLC

37 WEST AVENUE, WAYNE, PA 19087-3226CRD# 6862309Firm CRD# 317077

Profile Verification

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

Identity

Aaron Lee Williams · WAYNE, PA

Registration

CRD #6862309 · ALDEN INVESTMENT ADVISORS, LLC · 6 years registered

Brand Profile

Not yet started

Career History

ALDEN CAPITAL

Dec 2024 – present

ALDEN INVESTMENT GROUP

Jan 2023 – present

PORTSMOUTH - SMARTLIFE FINANCIAL GROUP, LLC

Sep 2021 – Nov 2022

Philadelphia, PA

HANLON INVESTMENT MANAGEMENT, INC.

Sep 2019 – Dec 2021

EGG HARBOR TWP., NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 66

Registration record

First registered · September 20, 2019

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALDEN INVESTMENT ADVISORS, LLC

CRD 317077 · SEC 801-122688

AUM

$291M

Regulatory assets under management

Employees

953 client accounts

Services offered by ALDEN INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALDEN INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Aaron Lee Williams offer?

Aaron Lee Williams specializes in Financial Planning, Investment Management. Contact their office in WAYNE, Pennsylvania for a consultation.

What are Aaron Lee Williams's credentials?

Aaron Lee Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Aaron Lee Williams located?

Aaron Lee Williams is based in WAYNE, Pennsylvania, working with ALDEN INVESTMENT ADVISORS, LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.

How does Aaron Lee Williams charge for services?

Aaron Lee Williams's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALDEN INVESTMENT ADVISORS, LLC?

ALDEN INVESTMENT ADVISORS, LLC has approximately 32 employees and manages $291M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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