Delaina S. Kucish
ALDEN INVESTMENT GROUP
Fairmont, WV
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CRD#: 4401092
Professional summary
Delaina Sue Kucish, who also goes by Delaina Sue Kucish, is a registered financial advisor currently at ALDEN INVESTMENT GROUP located in Fairmont, West Virginia and J. ALDEN ASSOCIATES, INC. located in Wayne, Pennsylvania.
Delaina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Delaina has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Delaina Sue Kucish
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.
1) Monumental Enterprises, LLC - Type of business: Commercial Rental - Fairmont, WV - Start date: 4/1/2007 - President - Hours per week: 1 - Hours during trading: 1 - Oversee commercial rental property. 2) Monumental Resources - Type of business: S Corporation - Fairmont, WV - Start date: 10/4/1997 - President - Hours per week: 1 - Hours during trading: 1 - Oversee financial records for UPS Store 3) TMC Technology of West Virginia - Fairmont, WV - Start date: 12/10/2013 - Board Member - Hours per week: 0 - Hours during trading: 0 - Attend quarterly board meetings. 4) UPS Store - Type of business: Franchise - Fairmont, WV - Start date: 10/4/1997 - Owner - Hours per week: 1 - Hours during trading: 1 - Honor franchise agreement 5) COMMERCIAL PROPERTY*** - Type of business: Rental Property - Fairmont, WV - Start date: 1/1/2009 - Landlord - Hours per week: 0 - Hours during trading: 0 - Property Management 6) Monco Constructors - Type of business: Construction - Barrackville, WV - Start date: 10/1/2021 - Shareholder - Hours per week: 4 0 Hours during trading: 2 - review financial statements 7) Monumental Ventures - Owner - Tax Filings 8) Monumental Construction - Owner - 1 hour per week - Tax Filings 9) The Monumental Basketball Association 7/8/2024 - President - Non-profit board meetings - 2 hours per month - dba - The MBA and dba - The Friends of 5th Street 10) Edward Jones Limited Partnership
CRS (Client Relationship Summary) - RIA
Click below to view Delaina Sue Kucish's 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®
NoneExperience
Current
October 16, 2024 - Present
ALDEN INVESTMENT GROUP
RIA
CRD#: 317077
Fairmont, WV
Current
October 15, 2024 - Present
J. ALDEN ASSOCIATES, INC.
Office #1: 37 West Ave Suite 301, Wayne, PA 19087BD
CRD#: 40002
Wayne, PA
Past
February 15, 2007 - April 3, 2023
EDWARD JONES
RIA
CRD#: 250
MORGANTOWN, WV
Past
July 17, 2001 - April 3, 2023
EDWARD JONES
BD
CRD#: 250
MORGANTOWN, WV
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AI
ALDEN INVESTMENT GROUP
ALDEN INVESTMENT ADVISORS | PATHWAYS RETIREMENT ADVISORS | NORTH PARK | MONUMENTAL INVESTMENTS | HALLTHORN ADVISORY SERVICES | GIPSON - FITZPATRICK INVESTMENT MANAGEMENT | COVE WEALTH PARTNERS | COURSEMARK | ALDEN INVESTMENT GROUP | ALDEN INVESTMENT ADVISORS, LLC
CRD#: 317077 / SEC#: 801-122688
RIA
Registered Investment Advisory firm - (11/12/2021 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
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
IAR
Pennsylvania(10/17/2024)
RR
Pennsylvania(10/18/2024)
IAR
West Virginia(10/16/2024)
RR
West Virginia(10/18/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AI
ALDEN INVESTMENT GROUP
ALDEN INVESTMENT ADVISORS | PATHWAYS RETIREMENT ADVISORS | NORTH PARK | MONUMENTAL INVESTMENTS | HALLTHORN ADVISORY SERVICES | GIPSON - FITZPATRICK INVESTMENT MANAGEMENT | COVE WEALTH PARTNERS | COURSEMARK | ALDEN INVESTMENT GROUP | ALDEN INVESTMENT ADVISORS, LLC
CRD#: 317077 / SEC#: 801-122688
RIA
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Contact information
Main Address
37 West Avenue Suite 301, Wayne, PA 19087-3226
Mailing Address
Phone number
(215) 572-8700
Established
Firm type
Fiscal year end
# of Employees
45
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 978 |
| AUM (Assets Under Management) | $ 319,233,679 |
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.
