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Robert Edward Fish

Alden Capital

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About Robert Edward Fish

Robert Edward Fish is a registered investment advisor representative with Alden Capital. Robert is also registered with FINRA. Robert holds the Series 6 and Series 63 licenses and has been in the financial industry since 1988. Robert has been with Alden Capital since 2020, but previously worked at MCG Securities LLC and NFP Securities, Inc.. Robert Edward Fish is a financial advisor, but also conducts business as a life insurance agent, spending approximately 30 hours a week on this activity.

Firm Information

Robert Fish 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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Robert Fish’s Registration & Firm History

PA

05/01/2020 - Present

Alden Capital (WAYNE PA)

PA

10/15/2014 - 05/28/2020

MCG SECURITIES LLC (Malvern PA)

PA

05/05/2010 - 10/16/2014

NFP SECURITIES, INC. (WEST CHESTER PA)

PA

06/28/1989 - 05/05/2010

NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)

NJ

05/26/1988 - 05/03/1989

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

05/26/1988 - 05/03/1989

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

BC

Issued 07/13/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/25/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Robert Edward Fish. Review regulatory record here.
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