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Stephen Douglas Patterson

Investment adviser representative at Alden Investment Group
24 yearsExperience
1 stateRegistered in
$385.7MFirm assets
4 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

24 years in the industry.

  1. Alden Investment GroupMar 2022 to now
  2. Alden Investment AdvisorsFeb 2022 to now
  3. J Alden Associates, IncFeb 2022 to now
  4. KeycitiesJul 2021 to now
  5. Ameriprise Financial Services IncJun 2020 to Jul 2021
  6. UnemployedNov 2019 to May 2020
  7. Orangefield Independent School DistrictJul 2002 to Nov 2019

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 1 state (PA).

Alden Investment Group

Legal name: Alden Investment Advisors, LLC

$385.7MAssets managed
1,460Clients
39Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7206447
Firm CRD
317077
Advisor's SEC record (opens in a new tab)
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