Kenneth Smith
Advisor at Compass Financial Advisors, LLC
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 Compass Financial Advisors, LLC
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
Compass Financial Advisors, LLC
Location
West Chester, PA
Credentials
Series 63, Series 65
Industry experience
30 years
Kenneth Smith is a financial advisor at Alden Investment Group with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Equalize Capital and Dekania Capital Management. He is also the owner and Chief Compliance Officer of Compass Financial Advisors, LLC. Alden Investment Advisors serves individual clients, retirement plans, non-profit entities, other advisors, and pooled vehicles. The firm offers discretionary and non-discretionary portfolio management, retirement-plan advisory and fiduciary services, and standalone fee-only financial planning, emphasizing customized asset allocations through proprietary strategies and third-party managers delivered via its Alden COVE platform.
Based on Compass Financial Advisors, LLC
$0 - $500,000: 1.4% $500,000 - $1,000,000: 1.2% $1,000,000+: 1.0%
Account minimum: $100,000
West Chester, PA
Massachusetts · Pennsylvania
Alden Investment Advisors
2023 - Present (3 years)
Equalize Capital
2019 - 2024 (5 years)
J Alden Associates Inc
2018 - Present (8 years)
Alden Capital Management Inc
2018 - Present (8 years)
Dekania Capital Management, Llc
2017 - 2021 (4 years)
Cohen & Company Financial Management, LLC
2017 - 2021 (4 years)
Bluestone Capital Management
2014 - 2020 (6 years)
Mcg Securities Llc
2012 - 2020 (8 years)
Compass Financial Advisors, LLC
2003 - Present (23 years)
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