LA
Lee Albert Calfo
CRD 4782334
Firms
| Firm | Role | As of |
|---|---|---|
| Alden Capital Management Inc. | Registered representative | 07/20/2026 |
| Equalize Capital Llc | Registered representative | 07/20/2026 |
| Alden Investment Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Alden Capital Management Inc.
Chief Executive Officer · 50% – 75% · Dec 2024
-
Alden Capital Management Inc.
Chief Executive Officer · Less than 5% · Dec 2024
-
Alden Investment Advisors, Llc
Chief Executive Officer · Less than 5% · Oct 2024
-
Alden Investment Advisors, Llc
Chief Executive Officer · 50% – 75% · Oct 2024
-
Equalize Capital Llc
Chief Executive Officer · 25% – 50% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗