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Kent David Aloia

H Financial Management

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About Kent David Aloia

Kent Aloia is a financial advisor with H Financial Management. Kent has been in the financial services industry since 2007. Kent holds Series 7, 63, 66, and 24 licenses and the SIE certification. Kent is also a Certified Financial Planner. Kent has specialized in providing financial planning, portfolio management for individuals and portfolio management for businesses. Kent's previous experience includes working with Triad Advisors LLC and Multi-Financial Securities Corporation. Kent works out of H Financial Management's Canonsburg, PA office.

Firm Information

Kent Aloia is currently registered with H Financial Management. H Financial Management is an investment advisor registered with the SEC located in Canonsburg, PA. They manage approximately $533,769,756 in assets for individuals, corporations, and charitable organizations. They provide financial planning and portfolio management services for individuals, businesses, and retirement plans. They are also registered with the state of Pennsylvania.
H Financial Management

400 SOUTHPOINTE BLVD.

CANONSBURG, PA 15317

$533.77M

Assets Under Management

Not reported

Total Clients

5

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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.

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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Kent Aloia’s Registration & Firm History

PA

07/31/2020 - Present

H Financial Management (CANONSBURG PA)

PA

06/18/2009 - 08/23/2024

TRIAD ADVISORS LLC (CANONSBURG PA)

PA

11/06/2007 - 06/17/2009

MULTI-FINANCIAL SECURITIES CORPORATION (CANONSBURG PA)

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Licenses & Designations

BOTH

Issued 11/15/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/11/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/16/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/05/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kent David Aloia.
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