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
Mount Pleasant, SC
Credentials
Series 66
Industry experience
10 years
Anthony Seifert is a financial advisor at Alden Investment Group with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Kestra Advisory Services, Bank of America, Merrill Lynch Pierce Fenner & Smith, and Sterne Agee Financial Services. Seifert also manages a personal LLC, Seifert Wealth Investment Management LLC, established for tax purposes. Alden Investment Advisors serves individual clients, retirement plans, non-profit entities, other advisors, and pooled vehicles through discretionary and non-discretionary portfolio management, retirement-plan advisory, fiduciary services, and fee-only financial planning. The firm uses customized asset allocations combining proprietary strategies and third-party managers, delivered primarily via its Alden COVE platform, which integrates multiple technologies and supports unified managed accounts.
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.
Mount Pleasant, SC
Georgia · Michigan · Mississippi · North Carolina · Oklahoma · South Carolina
Alden Investment Advisors, LLC
2025 - Present (1 year)
Kestra Advisory
2022 - 2025 (3 years)
Kestra Investment Services, LLC
2022 - 2025 (3 years)
Bank of America, N.A.
2016 - 2022 (6 years)
Merrill Lynch Pierce Fenner & Smith
2016 - 2022 (6 years)
360 Financial Partners, LLC
2016 - 2016 (1 year)
Sterne Agee Financial Services / 360 Financial Partners
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Series 63, Series 65
Charleston, SC
Kaizen Wealth Management, LLC
Series 65
Daniel Island, SC
Reconstructing Wealth
CFP®, Series 63, Series 65
Mount Pleasant, SC
Baker Asset Management, LLC
CFP®, Series 63, Series 65
Mt. Pleasant, SC
Oak Capital Advisors, LLC
CFP®, ChFC®, Series 63, Series 66
Charleston, SC
Calidris Financial, LLC
CFA®, Series 63
Johns Island, SC
LCV Advisors LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")