RC
RC

Richard Shant Chebookjian

12 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
3,147 clients
Average Client Portfolio
$459K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$25K
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Location

37 West Ave, Suite 301, Wayne, PA, 19087

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
J. Alden Associates, INC.
May 2020 - Present · 5 yrs 9 mos
J. Alden Associates, INC.Broker
May 2020 - Present · 5 yrs 9 mos
Alden Capital
May 2020 - Present · 5 yrs 9 mos
Previous Registrations
Bluestone Capital Management, LLC
October 2014 - May 2020 · 5 yrs 7 mos
Mcg Securities LLCBroker
October 2014 - May 2020 · 5 yrs 7 mos
NFP Advisor Services, LLC
September 2013 - October 2014 · 1 yr 1 mo
NFP Securities, INC.Broker
August 2013 - October 2014 · 1 yr 2 mos
State Registrations5 states
CAMAMDOHPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.