Brandon J. Skupski

ALDEN CAPITAL

Collegeville, PA 19426

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CRD#: 5143029

Professional summary

Brandon Joseph Skupski, who also goes by Brandon Skupski, is a registered financial advisor currently at ALDEN CAPITAL located in Collegeville, Pennsylvania and J. ALDEN ASSOCIATES, INC. located in Collegeville, Pennsylvania.

Brandon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Brandon has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brandon Skupski

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) - RIA

Click below to view Brandon Joseph Skupski'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

May 19, 2020 - Present

ALDEN CAPITAL

Office #1: 100 Springhouse Road Suite 102, Collegeville, PA 19426

RIA

CRD#: 293551

Collegeville, PA

Current

May 19, 2020 - Present

J. ALDEN ASSOCIATES, INC.

Office #1: 100 Springhouse Drive Suite #102, Collegeville, PA 19426

CRD#: 40002

Collegeville, PA

Past

May 22, 2019 - May 20, 2020

OSAIC ADVISORY SERVICES, LLC

RIA

CRD#: 171070

Exton, PA

Past

May 22, 2019 - May 20, 2020

TRIAD ADVISORS LLC

CRD#: 25803

Exton, PA

Past

April 6, 2010 - May 21, 2019

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

COLLEGEVILLE, PA

Past

April 6, 2010 - May 21, 2019

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

COLLEGEVILLE, PA

Past

June 1, 2009 - April 28, 2010

MORGAN STANLEY

RIA

CRD#: 149777

BRYN MAWR, PA

Past

June 1, 2009 - April 28, 2010

MORGAN STANLEY

CRD#: 149777

BRYN MAWR, PA

Past

January 5, 2009 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

BRYN MAWR, PA

Past

June 20, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

BRYN MAWR, PA

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".

ALDEN CAPITAL

CRD#: 293551 / SEC#: 801-116941

RIA

Registered Investment Advisory firm - (7/9/2019 Approved)

New York

Registered Investment Advisory firm - (10/10/2018 Approved)

Pennsylvania

Registered Investment Advisory firm - (7/25/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

California
(7/18/2020)

Florida
(7/18/2020)

New Jersey
(7/18/2020)

IAR

New Jersey
(7/23/2020)

New York
(7/18/2020)

North Carolina
(7/18/2020)

Ohio
(7/19/2020)

Pennsylvania
(5/19/2020)

IAR

Pennsylvania
(5/19/2020)

South Carolina
(7/18/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/24/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/19/2008

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

ALDEN CAPITAL

CRD#: 293551 / SEC#: 801-116941

RIA

Registered Investment Advisory firm - (7/9/2019 Approved)

New York

Registered Investment Advisory firm - (10/10/2018 Approved)

Pennsylvania

Registered Investment Advisory firm - (7/25/2019 Terminated)

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Contact information

Main Address

37 West Ave Suite 301, Wayne, PA 19087

Mailing Address

37 West Ave Suite 301, Wayne, PA 19087

Phone number

(215) 572-8700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (8/7/2025)

Regulatory assets under management

Total Number of Accounts	3,147
AUM (Assets Under Management)	$ 1,444,147,688

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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Firm Stability Insights

Brandon J. Skupski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Joseph Skupski's CRS (Customer Relationship Summary).

Certified licenses

Experience

J. ALDEN ASSOCIATES, INC.

OSAIC ADVISORY SERVICES, LLC

TRIAD ADVISORS LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

ALDEN CAPITAL

State Registrations and Notice Filings

Exams

Series 66

Date: 12/24/2008

SIE

Date: 10/1/2018

Series 7

Date: 6/19/2008

FINRA

Current Firm

ALDEN CAPITAL

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALDEN CAPITAL

TRUST BUT VERIFY

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