TrueAdvisor
TrueAdvisor
BS
BS

Brandon Joseph Skupski

Alden Capital
17 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Alden Capital
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
3,147 clients
Average Client Portfolio
$459K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$25K

Location

100 Springhouse Road, Suite 102, Collegeville, PA, 19426

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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.

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Employment History
Current Registrations
J. Alden Associates, INC.Broker
May 2020 - Present · 5 yrs 9 mos
Alden Capital
May 2020 - Present · 5 yrs 9 mos
Previous Registrations
Triad Advisors LLCBroker
May 2019 - May 2020 · 1 yr
Triad Hybrid Solutions, LLC
May 2019 - May 2020 · 1 yr
Wells Fargo Clearing Services, LLCBroker
April 2010 - May 2019 · 9 yrs 1 mo
Wells Fargo Clearing Services, LLC
April 2010 - May 2019 · 9 yrs 1 mo
Morgan Stanley Smith Barney LLC
June 2009 - April 2010 · 10 mos
Morgan Stanley Smith BarneyBroker
June 2009 - April 2010 · 10 mos
Citigroup Global Markets INC.
January 2009 - June 2009 · 5 mos
Citigroup Global Markets INC.Broker
June 2008 - June 2009 · 1 yr
State Registrations8 states
CAFLNCNJNYOHPASC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.