Christian M. Wolford

J. ALDEN ASSOCIATES

WAYNE, PA 19087

CRD#: 3128305

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Professional summary

Christian Milan Wolford is a registered financial professional currently at J. ALDEN ASSOCIATES, INC. located in Wayne, Pennsylvania.

Christian is registered as a RR (Registered Representative) and started their career in finance in 1998. Christian has worked at 6 firms and has passed the Series 63, Series 65, Series 79TO, SIE, Series 31, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Christian Milan Wolford's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 29, 2026 - Present

J. ALDEN ASSOCIATES, INC.

Office #1: 37 West Ave Suite 301, Wayne, PA 19087

CRD#: 40002

WAYNE, PA

Past

September 15, 2025 - May 18, 2026

SAN BLAS SECURITIES LLC

CRD#: 290605

CHICAGO, IL

Past

November 4, 2013 - September 15, 2025

ACC SECURITIES, LLC

CRD#: 167019

DALLAS, TX

Past

January 9, 2007 - December 20, 2012

MILLER CAPITAL MARKETS, LLC

CRD#: 136077

SCOTTSDALE, AZ

Past

March 21, 2000 - November 29, 2001

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

December 21, 1998 - February 29, 2000

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Texas
(6/29/2026)

Exams

State Security Law Exam

Series 63

Date: 5/12/2005

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/22/1999

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 5/12/2000

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 4/20/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/20/1998

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/27/2007

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

J. ALDEN ASSOCIATES, INC.

CRD#: 40002 / SEC#: , 8-48938

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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Contact information

Main Address

37 West Ave Suite 301, Wayne, PA 19087

Mailing Address

37 West Ave Suite 300, Wayne, PA 19087

Phone number

(215) 572-8700

Established

Delaware since 10/30/1995

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
CALFO, LEE ALBERT	CEO, PRINCIPAL, RESEARCH PRINCIPAL	4782334
CASTLE CREEK LAUNCHPAD FUND I, LP	SHAREHOLDER
SMITH, KENNETH RICHARD	PRINCIPAL, CHIEF COMPLIANCE OFFICER, MUNICIPAL SECURITIES PRINCIPAL, AMLCO	2300203
ENGELBACH, PETER ALDEN	PRESIDENT, PRINCIPAL, OPTIONS PRINCIPAL	201177
KINZER, CAROL ANN	FINOP	4519471

Disclosures

Regulatory Event	3
Civil Event	1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Christian M. Wolford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Christian Milan Wolford's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAN BLAS SECURITIES LLC

ACC SECURITIES, LLC

MILLER CAPITAL MARKETS, LLC

MORGAN STANLEY DW INC.

SIGNATOR INVESTORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 5/12/2005

Series 65

Date: 12/22/1999

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 31

Date: 5/12/2000

Series 7

Date: 4/20/2000

Series 6

Date: 11/20/1998

Series 24

Date: 11/27/2007

FINRA

Current Firm

J. ALDEN ASSOCIATES, INC.

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

J. ALDEN ASSOCIATES, INC.

TRUST BUT VERIFY

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