Advisor at Alden investment Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Hockton, GA
Credentials
Series 63, Series 65
Industry experience
34 years
Derek D'Alonzo is a financial advisor at Alden Investment Group with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Ameriprise Financial Services and SunTrust Advisory Services. Alden Investment Group serves individual clients, retirement plans, non-profits, other advisors, and pooled vehicles, offering portfolio management, retirement-plan advisory, fiduciary services, and fee-only financial planning. The firm uses customized asset allocations that combine proprietary strategies with third-party managers, delivered through its Alden COVE platform, which integrates technology and supports unified managed accounts and sub-advisors.
Based on Alden investment Group
Based on Alden investment Group
Some representatives are registered representatives of affiliated broker-dealer and may receive commissions and 12b-1 fees.
Alden COVE platform reporting fee of 0.05% annually (five basis points), billed monthly.
Account minimum: $25,000 Fee-only: Financial planning fees billed as a one-time fee or monthly retainer; specific amounts not stated.
Hockton, GA
Georgia
Alden Investment Group
2020 - Present (6 years)
Ameriprise Financial Services Inc
2017 - 2020 (3 years)
SunTrust Advisory Services
2016 - 2017 (1 year)
SUNTRUST INVESTMENT SERVICES, inc
2013 - 2017 (4 years)
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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