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Kenneth Richard Smith

ALDEN INVESTMENT ADVISORS, LLC·WAYNE, Pennsylvania
Clean recordALDEN INVESTMENT ADVISORS, LLC
37 WEST AVENUE, WAYNE, PA 19087-3226CRD# 2300203Firm CRD# 317077

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kenneth Richard Smith · WAYNE, PA
Registration
CRD #2300203 · ALDEN INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kenneth Richard Smith is a registered financial advisor based in WAYNE, Pennsylvania, affiliated with ALDEN INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ALDEN INVESTMENT ADVISORS, LLC
ALDEN INVESTMENT GROUP
AUM
$291M
Regulatory assets under management
Employees
32
Total firm employees
View all advisors at ALDEN INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2300203
Firm CRD# 317077
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kenneth Richard Smith offer?
Kenneth Richard Smith specializes in Financial Planning, Investment Management. Contact their office in WAYNE, Pennsylvania for a consultation.
What are Kenneth Richard Smith's credentials?
Kenneth Richard Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth Richard Smith located?
Kenneth Richard Smith 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 Kenneth Richard Smith charge for services?
Kenneth Richard Smith'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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Other Advisors at ALDEN INVESTMENT ADVISORS, LLC

Aaron Lee Williams
WAYNE, PA
Karen M. Van Horn
WAYNE, PA
John Francis Mulqueen
WAYNE, PA
Lee Albert Calfo
WAYNE, PA

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Research
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