GA
GA

Guy Abbott Alderdice

24 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningReal Estate Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
13,126 clients
Average Client Portfolio
$264K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:None
Loading...

Location

348 S Waverly Rd, Suite 100, Holland, MI, 49423

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Guy is the owner/president and a licensed insurance agent at Ascutney Financial Group, providing insurance, education, and consulting services. He dedicates nearly full-time hours to managing business operations and serving clients.

Employment History
Current Registrations
Advisory Alpha, LLC
February 2023 - Present · 3 yrs
Previous Registrations
The Patriot Financial Group, LLC
March 2021 - February 2023 · 1 yr 11 mos
The Patriot Financial Group, LLC
July 2019 - March 2020 · 8 mos
Esi Financial Advisors
December 2014 - July 2019 · 4 yrs 7 mos
Equity Services, INC.Broker
November 2014 - July 2019 · 4 yrs 8 mos
Metlife Securities INC.
October 2008 - December 2014 · 6 yrs 2 mos
Metlife Securities INC.Broker
November 2005 - December 2014 · 9 yrs 1 mo
Metlife Securities INC.
November 2005 - April 2008 · 2 yrs 5 mos
Metropolitan Life Insurance CompanyBroker
November 2005 - July 2007 · 1 yr 8 mos
Citistreet Financial Services LLC
January 2003 - January 2006 · 3 yrs
Citistreet Financial Services LLC
August 2001 - January 2003 · 1 yr 5 mos
Citistreet Equities LLCBroker
July 2001 - December 2005 · 4 yrs 5 mos
Ids Life Insurance CompanyBroker
October 2000 - June 2001 · 8 mos
American Express Financial Advisors INC.Broker
October 2000 - June 2001 · 8 mos
State Registrations1 state
VT
Advisor
Exams
No exam information available for this advisor.
Guy Abbott Alderdice - Financial Advisor | TrueAdvisor