TrueAdvisor
TrueAdvisor
AS
AS

Anthony J Seifert

Alden Investment Group
9 Years of Experience
4 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningBusiness Owners
Alden Investment Group
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
978 clients
Average Client Portfolio
$326K average
Assets Under Management
$319.2M

Fee Structure

Minimum Investment:$25K

Location

Mount Pleasant, SC

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History

Regulatory History (4)
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Employment Separation After Allegations
January 2025
Regulatory
January 2025
Final
Employment Separation After Allegations
March 2022
Customer Dispute
February 2022
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Alden Investment Group
April 2025 - Present · 10 mos
Previous Registrations
Kestra Advisory Services, LLC
May 2022 - February 2025 · 2 yrs 9 mos
Kestra Investment Services, LLCBroker
May 2022 - February 2025 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2016 - April 2022 · 5 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2016 - April 2022 · 5 yrs 8 mos
360 Financial Partners, LLC
February 2016 - August 2016 · 6 mos
Sterne Agee Asset Management, INC.
January 2016 - June 2016 · 5 mos
Sterne Agee Financial Services, INC.Broker
December 2015 - September 2016 · 9 mos
State Registrations5 states
GAMSNCOKSC
Advisor
Exams
No exam information available for this advisor.
Anthony J Seifert - Financial Advisor | TrueAdvisor