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Young Suh Kim

Alden Investment Group

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About Young Suh Kim

Young Suh Kim is an advisor with Alden Investment Group in Wayne, PA. Young has been in the financial services industry since 2003. Young's expertise includes portfolio management for individuals, retirement planning, and financial planning.

Firm Information

Young Kim 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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Young Kim’s Registration & Firm History

CA

05/25/2023 - Present

Alden Investment Group (Montrose CA)

CA

08/02/2021 - 02/22/2023

AMERIPRISE FINANCIAL SERVICES, LLC (Los Angeles CA)

CA

11/03/2016 - 08/02/2021

CUSO FINANCIAL SERVICES, L.P. (Los Angeles CA)

CA

12/03/2012 - 11/01/2016

WESCOM FINANCIAL SERVICES (PASADENA CA)

CA

10/21/2011 - 09/06/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)

CA

09/01/2004 - 03/12/2008

WESCOM FINANCIAL SERVICES (SHERMAN OAKS CA)

CA

05/20/2003 - 09/01/2004

CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)

NJ

11/09/2001 - 10/16/2002

SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)

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Licenses & Designations

BOTH

Issued 11/18/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/26/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/2011

Series 7 - General Securities Representative Examination

BC

Issued 11/08/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Young Suh Kim. Review regulatory record here.
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