Aaron Lee Williams

Alden Capital

6 Years of Experience

Broker

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

37 West Avenue, Suite 301, Wayne, PA, 19087

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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.

Other Business Activities

Aaron is the founder of Cove Wealth Partners, a consulting and recruiting firm focused on financial services, since January 2025.

Employment History

Current Registrations

Alden Capital

December 2024 - Present · 1 yr 2 mos

Alden Investment Group

January 2023 - Present · 3 yrs 1 mo

J. Alden Associates, INC.Broker

January 2023 - Present · 3 yrs 1 mo

Previous Registrations

Portsmouth Financial ServicesBroker

January 2022 - December 2022 · 11 mos

Portsmouth - Smartlife Financial Group, LLC

September 2021 - November 2022 · 1 yr 2 mos

Hanlon Investment Management, INC.

September 2019 - December 2021 · 2 yrs 3 mos

Northern Lights Distributors, LLCBroker

May 2019 - September 2021 · 2 yrs 4 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.