Anthony Falco
Anthony Falco is a registered investment advisor at Alden Investment Group, based in Kennett Square, PA, with 20 years of industry experience. Anthony 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum fee is up to 2.00% per year. Fees are negotiable. An additional platform reporting fee of 0.05% applies.
Fee Estimator
Location
Kennett Square, PA
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2024Other Business ActivitiesSells Insurance
Anthony sells life insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Alden Investment Group
J. Alden Associates, INC.Broker
J. Alden Associates, INC.
Previous Registrations
Mpb Wealth Management, LLC
Mcg Securities LLCBroker
Bluestone Capital Management, LLC
NFP Advisor Services, LLC
NFP Securities, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
New England Securities Corporation
New England SecuritiesBroker
State Registrations10 states
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
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