CK
CK

Courtney Ann Kucish

17 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment ManagementRetirement PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
978 clients
Average Client Portfolio
$326K average
Assets Under Management
$319.2M

Fee Structure

Minimum Investment:$25K
Loading...

Location

37 West Avenue, Suite 301, Wayne, PA, 19087-3226

Get directions

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
July 2020
Withdrawn
Other Business Activities

Courtney is a secretary for Monumental Resources, a retail shipping counter in Fairmont, WV, since 2012. This requires a few hours per week.

Employment History
Current Registrations
Alden Investment Group
May 2023 - Present · 2 yrs 9 mos
J. Alden Associates, INC.
May 2023 - Present · 2 yrs 9 mos
J. Alden Associates, INC.Broker
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Edward Jones
July 2008 - May 2023 · 14 yrs 10 mos
Edward JonesBroker
May 2008 - May 2023 · 15 yrs
State Registrations2 states
PAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.