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Stephen Douglas Patterson

Alden Investment Group

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About Stephen Douglas Patterson

Stephen Douglas Patterson is a financial advisor registered with Alden Investment Group, based in WAYNE, PA. Stephen has been in the industry since 2020 and has a broad range of experience working with clients in various capacities. Stephen holds the Series 66, Series 7TO and SIE licenses. Stephen's background and experience allow him to effectively serve the needs of a wide range of clients, including individuals and businesses. He provides a variety of financial advisory services, including financial planning, portfolio management, and retirement planning. Stephen is committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals.

Firm Information

Stephen Patterson 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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Stephen Patterson’s Registration & Firm History

PA

03/08/2022 - Present

Alden Investment Group (WAYNE PA)

TX

08/11/2020 - 07/13/2021

AMERIPRISE FINANCIAL SERVICES, LLC (PLANO TX)

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Licenses & Designations

BOTH

Issued 09/14/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/11/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/10/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Douglas Patterson.
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