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Sean Travis Newman

Alden Investment Group

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About Sean Travis Newman

Sean Newman is an investment advisor representative with Alden Investment Group. Sean has been in the industry since April 2000. Sean holds the Series 7, Series 63 and SIE licenses. Sean is registered with the following states: Arizona, California, Delaware, Florida, Georgia, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Montana, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Utah, Vermont, Virginia, Washington, and West Virginia. Sean is also registered as an investment advisor representative with Alden Investment Advisors, LLC. Sean is an investment advisor representative and specializes in Retirement Plans and Financial Planning for individuals. Sean currently works in the Wayne, Pennsylvania office of Alden Investment Group.

Firm Information

Sean Newman is currently registered with Alden Investment Group. Alden Investment Group, headquartered in WAYNE, PA, is an investment advisory firm with approximately $290.95 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. Alden Investment Group also offers other advisory services, including retirement plans. The firm has 5 licensed agents, 30 registered representatives, and 26 investment advisory functions.
Alden Investment Group

37 WEST AVENUE

WAYNE, PA 19087-3226

$290.95M

Assets Under Management

Not reported

Total Clients

30

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 individuals

Personalized portfolio management to meet individual financial objectives.

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retirement plans

Retirement plans

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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Sean Newman’s Registration & Firm History

PA

05/24/2024 - Present

Alden Investment Group (WAYNE PA)

PA

04/10/2000 - 05/29/2024

WELLS FARGO CLEARING SERVICES, LLC (DOYLESTOWN PA)

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Licenses & Designations

BC

Issued 04/14/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sean Travis Newman.
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