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Michael James Frederick

Alden Capital

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About Michael James Frederick

Michael Frederick is an investment advisor representative with Alden Capital, a firm based in Wayne, Pennsylvania. Michael has been in the financial services industry since October 1999 and has been registered with Alden Capital since June 2020. Michael previously worked at Triad Advisors and Wells Fargo Clearing Services, LLC. Michael holds the Series 66, Series 7, and SIE licenses. Michael specializes in retirement planning, portfolio management, and selection of other advisors.

Firm Information

Michael Frederick 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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Michael Frederick’s Registration & Firm History

PA

06/30/2020 - Present

Alden Capital (Collegeville PA)

PA

12/03/2018 - 07/01/2020

TRIAD ADVISORS LLC (Exton PA)

PA

01/16/2009 - 12/05/2018

WELLS FARGO CLEARING SERVICES, LLC (COLLEGEVILLE PA)

PA

10/12/1999 - 01/22/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYNE PA)

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Licenses & Designations

BOTH

Issued 11/16/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael James Frederick.
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