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Christopher Coloracci

29 Years of Experience
Doylestown, PA
1 DisclosureBroker

Christopher Coloracci is a registered investment advisor at Alden Investment Group, based in Doylestown, PA, with 29 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,460 clients with $390M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
1,460 clients
Average Client Portfolio
$264K average
Assets Under Management
$385.7M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum fee is up to 2.00% per year. Fees are negotiable. An additional platform reporting fee of 0.05% applies.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

43 S. Main Street, Doylestown, PA, 18901

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2000
Settled
Employment History
Current Registrations
Alden Investment Group
November 2022 - Present · 3 yrs 11 mos
Alden Capital
December 2019 - Present · 6 yrs 10 mos
J. Alden Associates, INC.Broker
December 2019 - Present · 6 yrs 10 mos
Previous Registrations
Oppenheimer & CO. INC.
April 2014 - December 2019 · 5 yrs 8 mos
Oppenheimer & CO. INC.
October 2010 - December 2011 · 1 yr 2 mos
Oppenheimer & CO. INC.Broker
October 2010 - December 2019 · 9 yrs 2 mos
Wells Fargo Advisors, LLC
July 2003 - August 2010 · 7 yrs 1 mo
Wells Fargo Advisors, LLCBroker
July 2003 - August 2010 · 7 yrs 1 mo
Prudential Securities IncorporatedBroker
February 1999 - July 2003 · 4 yrs 5 mos
Prudential Securities Incorporated
February 1999 - July 2003 · 4 yrs 5 mos
Salomon Smith Barney INC.Broker
October 1996 - February 1999 · 2 yrs 4 mos
State Registrations9 states
CAHIMAMDNCNJNVPASD
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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