Unclaimed Profile

Lee Albert Calfo

ALDEN INVESTMENT ADVISORS, LLC·WAYNE, Pennsylvania

Clean recordALDEN INVESTMENT ADVISORS, LLC

37 WEST AVENUE, WAYNE, PA 19087-3226CRD# 4782334Firm CRD# 317077

Profile Verification

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

Identity

Lee Albert Calfo · WAYNE, PA

Registration

CRD #4782334 · ALDEN INVESTMENT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lee Albert Calfo 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ALDEN INVESTMENT ADVISORS, LLC

ALDEN INVESTMENT GROUP

AUM

$291M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ALDEN INVESTMENT ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4782334

Firm CRD# 317077

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lee Albert Calfo offer?

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

What are Lee Albert Calfo's credentials?

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

Where is Lee Albert Calfo located?

Lee Albert Calfo 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 Lee Albert Calfo charge for services?

Lee Albert Calfo'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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