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.
Louis Rivera is a financial advisor with Alden Investment Group, holding a Series 63 designation and 18 years of industry experience. He previously worked at Cadaret Grant, Inc. for nine years before joining Alden Investment Advisors LLC and J. Alden Associates, Inc. in 2024. Outside of advising, he is an independent insurance salesman specializing in health, life, disability, and annuity products. 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 fee-only financial planning. The firm uses customized asset allocations combining proprietary strategies with third-party managers through its Alden COVE platform, which supports unified managed accounts and integrates various technology and service providers.
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.
Buffalo, NY
Louisiana · New York
Alden Investment Advisors LLC
2024 - Present (2 years)
J. Alden Associates, Inc.
2024 - Present (2 years)
Cadaret Grant, Inc
2015 - 2024 (9 years)
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Is active or affiliated with:
Broker-dealer / trader
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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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Free Time Financial LLC
I'm a retirement focused advisor with over 10 years of experience. I specialize in tax-efficient retirement planning and investment management for those that are retired or within a few years of retiring, all for a flat annual fee. I launched Free Time Financial in March 2025 after spending 10 years working for a Registered Investment Advisor firm who provided tax-efficient retirement planning, but charged for the service based on how large your investment accounts were. That model never made sense to me, and I finally left to build a firm on my own terms, where I could take wonderful care of a smaller number of families and charge them based on the complexity of the service and not on how wealthy they are.
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