Steven Cacciutti
Steven Cacciutti is a registered investment advisor at Alden Investment Group, based in Wayne, PA, with 12 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 978 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alden Investment Advisors' fees for asset management services are negotiable, up to a maximum of 2.00% annually. Fees are charged quarterly in arrears based on the portfolio value on the last business day of the quarter. The firm aggregates all managed accounts to determine the quarterly fee. Each Investment Advisory Representative determines their own fees, so clients may find lower fees with other representatives. A 0.05% annual reporting fee is billed monthly for clients using the Alden COVE platform.
Location
37 West Avenue, Suite 301, Wayne, PA, 19087
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven sells fixed insurance through WSFS Wealth Investments, dedicating about a third of his time to this activity. He also owns Bealler 19 Properties, LLC and co-owns three rental properties in Media, PA, spending minimal time on these real estate ventures.
Employment History
Current Registrations
Alden Investment Group
J. Alden Associates, INC.Broker
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Citizens Securities, INC.Broker
Citizens Investment Services
Thrive Capital Management, LLC
Lincoln Investment
Lincoln InvestmentBroker
The Investment Center, INC.Broker
Wts Proprietary Trading Group LLCBroker
Wts Proprietary Trading Group LLCBroker
Dimension Trading Group, LLCBroker
State Registrations4 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.