Anthony
Seifert

Alden Investment Group

CRD#6514406
Investment Advisor
in Mount Pleasant, SC

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About this Advisor

Anthony Seifert is a financial advisor based in Mount Pleasant, South Carolina, working with Alden Investment Group. Anthony has previously held positions at United States Navy- Active Duty, Sterne Agee Financial Services/ 360 Financial Partners, 360 Financial Partners, LLC, Merrill Lynch Pierce Fenner & Smith, Bank Of America, N.A, Kestra Investment Services, LLC, Kestra Advisory Services, LLC, and Alden Investment Advisors, LLC. Anthony has passed the Series 66 regulatory exam and is registered to provide services in Mississippi, North Carolina, Oklahoma, and South Carolina. Currently, Anthony is part of Alden Investment Group, which operates out of Mount Pleasant, South Carolina. The firm has 45 employees and manages assets totaling $319.2 million. The firm serves high-net-worth clients and offers services such as financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Alden Investment Group includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Mount Pleasant, SC

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Alden Investment Group Brokerage Details

Total Assets Under Management

$319,233,679

SC Average: $15,833,994,310
Total Number of Employees

45

SC Average: 41
Total Number of Accounts

978

SC Average: 3,342
Average Account Size

$326,415

SC Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Anthony Seifert Work History

2025 - Present (0 year)

Alden Investment Advisors, LLC

2022 - Present (3 years)

Kestra Investment Services, LLC

2022 - Present (3 years)

Kestra Advisory Services, LLC

2016 - 2016 (< 1 year)

360 Financial Partners, LLC

2016 - 2022 (6 years)

Merrill Lynch Pierce Fenner & Smith

2016 - 2022 (6 years)

Bank Of America, N.A

2015 - 2016 (1 year)

Sterne Agee Financial Services/ 360 Financial Partners

1998 - 2016 (18 years)

United States Navy- Active Duty

Disclosures

Please visit the SEC profile of Anthony Seifert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alden Investment Group

David Gibbs
Wayne, PA
Louis Rivera
Buffalo, NY
Nathan Goad
Largo, FL
Eric Maslowsky
Berwyn, PA
Anthony Falco
Kennett Square, PA
James Scott
Ocala, FL
Derek D'Alonzo
Hockton, GA
Larissa Costello
Wayne, PA

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