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Aaron Lee Williams

Alden Capital

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About Aaron Lee Williams

Aaron Lee Williams is a registered representative and investment advisor representative with Alden Capital and Alden Investment Group. Aaron has over 8 years of experience in the financial services industry. Aaron is a Series 66, Series 7TO, and SIE licensed professional. Aaron has experience with various investment strategies and can provide financial advice to individuals and businesses. Aaron is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

Firm Information

Aaron Williams is currently registered with Alden Capital. Alden Capital, headquartered in Wayne, Pennsylvania, is an investment advisor with a focus on providing retirement plan advisory services. The firm manages approximately $657 million in assets for a diverse clientele, including individuals, high-net-worth individuals, 401(k) plans, and pooled investment vehicles. Alden Capital also provides portfolio management for businesses and individuals.
Alden Capital

37 WEST AVE

WAYNE, PA 19087

$657.25M

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement plan advisory services

Retirement plan advisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Williams’s Registration & Firm History

PA

12/17/2024 - Present

Alden Capital (WAYNE PA)

CA

01/10/2022 - 12/01/2022

PORTSMOUTH FINANCIAL SERVICES (SAN FRANCISCO CA)

NE

05/22/2019 - 09/24/2021

NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)

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Licenses & Designations

BOTH

Issued 09/16/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/22/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/22/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aaron Lee Williams.
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