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Brandon Joseph Skupski

Alden Capital

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About Brandon Joseph Skupski

Brandon Skupski is a financial advisor with over 12 years of experience in the financial services industry. Brandon is currently registered with Alden Capital. Previously, Brandon worked at TRIAD ADVISORS LLC, WELLS FARGO CLEARING SERVICES, LLC, MORGAN STANLEY SMITH BARNEY, and CITIGROUP GLOBAL MARKETS INC.. Brandon is a Series 7 and Series 66 licensed professional.

Firm Information

Brandon Skupski 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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Brandon Skupski’s Registration & Firm History

PA

05/19/2020 - Present

Alden Capital (WAYNE PA)

PA

05/22/2019 - 05/20/2020

TRIAD ADVISORS LLC (Exton PA)

PA

04/06/2010 - 05/21/2019

WELLS FARGO CLEARING SERVICES, LLC (COLLEGEVILLE PA)

PA

06/01/2009 - 04/28/2010

MORGAN STANLEY SMITH BARNEY (BRYN MAWR PA)

PA

06/20/2008 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (BRYN MAWR PA)

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Licenses & Designations

BOTH

Issued 12/24/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brandon Joseph Skupski.
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