Unclaimed Profile

Lee Albert Calfo

ALDEN INVESTMENT ADVISORS, LLC·WAYNE, Pennsylvania

SIE, Series 7, Series 24, Series 63, Series 65, Series 79, Series 86, Series 87, Series 99TOClean record18 years registeredALDEN 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 · 18 years registered

Brand Profile

Not yet started

Career History

EQUALIZE CAPITAL LLC

Sep 2025 – present

ALDEN INVESTMENT GROUP

Jul 2022 – present

ALDEN CAPITAL

Aug 2018 – present

EQUALIZE CAPITAL LLC

Mar 2019 – Dec 2022

WAYNE, PA

BLUESTONE CAPITAL MANAGEMENT, LLC

Sep 2011 – Jan 2021

WAYNE, PA

BLUESTONE WEALTH ADVISORS, INC.

May 2010 – Nov 2011

KING OF PRUSSIA, PA

1914 ADVISORS

Jun 2008 – Jan 2010

WEST CONSHOHOCKEN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 79

Series 86

Series 87

Series 99TO

Registration record

First registered · June 30, 2008

Years registered · 18

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 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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