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Anthony S

Series 66

Mount Pleasant, SC

Alden investment Group

Anthony Seifert is a financial advisor at Alden Investment Group with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Kestra Advisory Services, Bank of America, Merrill Lynch, and other firms. Seifert also operates a personal LLC established for tax purposes. Alden Investment Advisors provides portfolio management and fee-based financial planning to individuals, retirement plans, nonprofits, and institutional clients. The firm emphasizes customized asset allocations combining proprietary strategies and third-party managers and utilizes integrated technology platforms to extend discretionary oversight and support fiduciary services for employer plans.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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