Alden provides an exceptional platform for financial advisors to conduct their business.
Our financial advisors work with a wide-variety of clients and specialize in many different disciplines. Our advisors range from their 30s to their 70s and have a host of professional designations to go along with their strong educational backgrounds. All of Alden’s advisors and representatives are fully licensed with the SEC and FINRA for the work they perform and are insured under the firm’s insurance policies. Alden has financial advisors in over a dozen states and clients in nearly all 50 states.
The Colucci Group is based in New York City and serves clients throughout the tri-state area. In addition, the group has clients in Los Angeles, Chicago, Washington DC, Miami and Philadelphia. The Colucci Group is headed by John Colucci, a Forbes Magazine top Next Generation Financial Advisor. Prior to achieving independence, John spent 11 years working in wealth management at Merrill Lynch. Alden empowers John and his team to act as a boutique, independent, fiduciary to clients while providing the stability of major fortune 500 custodians and asset management solutions.
Guerra Pan Advisors, LLC
Guerra Pan Advisors, LLC is comprised of Robert Guerra and Anna Pan. The two partners met at Merrill Lynch in 2012 and have worked together over the years to provide high net worth families a customized wealth management strategy that is centered on their life priorities. The advisors take a holistic approach with an eye towards personal financial goals while managing investment risk. Mr. Guerra and Ms. Pan manage portfolios that are predicated upon the client’s individual goals, ability to withstand risk, and time horizon. Overall risk management is guided by the philosophy that asset allocation and risk tolerance should be viewed through the lens of the economic cycle. Furthermore, clients trust Guerra Pan Advisors to develop strategies that address their financial needs, such as retirement and education planning, managing future health care expenses and purchasing a home. This approach enables the team to manage all aspects of a client’s financial life, thus fulfilling the role of a personal chief financial officer.
Red Oak Partners, LLC is an SEC-registered investment advisory firm that invests with a focus on value investing in misunderstood and less followed opportunities primarily in North America. The principals make investment decisions based on a diligent, fundamentally driven, intensive research process in order to profit from opportunities where there are specific catalysts or events that can unlock value.