Anthony Falco Jr.
Advisor at Alden investment Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Alden investment Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Alden investment Group
Location
Wayne, PA 19087-3226
Credentials
Series 63, Series 66
Industry experience
19 years
Anthony Falco Jr. is a financial advisor with Alden Investment Group and holds Series 63 and Series 66 licenses. He has 19 years of industry experience, including roles at MCG Securities and MPB Wealth Management. He also engages in life insurance sales on a limited basis. Alden Investment Advisors serves individual clients, retirement plans, non-profit entities, and other advisors, offering discretionary and non-discretionary portfolio management, retirement-plan advisory, fiduciary services, and standalone financial planning. The firm utilizes customized asset allocations combining proprietary strategies and third-party managers, delivered through its Alden COVE platform, which supports unified managed accounts and integrates held-away accounts and third-party technology.
Based on Alden investment Group
Based on Alden investment Group
Some representatives are registered representatives of affiliated broker-dealer and may receive commissions and 12b-1 fees.
Alden COVE platform reporting fee of 0.05% annually (five basis points), billed monthly.
Account minimum: $25,000 Fee-only: Financial planning fees billed as a one-time fee or monthly retainer; specific amounts not stated.
37 West Avenue, Suite 301
Wayne, PA 19087-3226
Pennsylvania
Alden Investment Advisors, LLC
2024 - Present (2 years)
J Alden Associates, Inc
2021 - Present (5 years)
MPB Wealth Management, LLC
2020 - Present (6 years)
MCG Securities
2014 - 2021 (7 years)
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Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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