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Vincent Stephen Lucchesi

Alden Investment Group

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About Vincent Stephen Lucchesi

Vincent Lucchesi is a registered representative with Alden Investment Group. Vincent has been in the industry since 1998. Vincent has a Series 66, 31, 7 and SIE licenses and has held previous positions at Morgan Stanley DW INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and GUARDIAN INVESTOR SERVICES CORPORATION.

Firm Information

Vincent Lucchesi 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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Vincent Lucchesi’s Registration & Firm History

PA

12/17/2024 - Present

Alden Investment Group (WAYNE PA)

NJ

10/12/2000 - 01/17/2006

MORGAN STANLEY DW INC. (RED BANK NJ)

NY

09/23/1998 - 10/11/2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

08/28/1998 - 12/22/1998

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/12/1998

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 08/27/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Vincent Stephen Lucchesi.
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