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KA

Kent D. Aloia

H FINANCIAL MANAGEMENT
Canonsburg, PA 15317
Some features on this profile are disabled
CRD#: 5415643
KA

Professional summary

Kent David Aloia, AIF®, CFP® is a registered financial advisor currently at H FINANCIAL MANAGEMENT located in Canonsburg, Pennsylvania and OSAIC WEALTH, INC. located in Canonsburg, Pennsylvania.

Kent is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Kent has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

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) - RIA

Click below to view Kent David Aloia'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®
AIF®

Accredited Investment Fiduciary

CFP®

Certified Financial Planner

Start date: 2010

Experience

Current

July 31, 2020 - Present

H FINANCIAL MANAGEMENT

Office #1: 400 Southpointe Blvd. Plaza One, Suite 420, Canonsburg, PA 15317
RIA
CRD#: 148209
Canonsburg, PA
Current

August 23, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 400 Southpointe Blvd. Plaza 1 Suite #420, Canonsburg, PA 15317
RIA
BD
CRD#: 23131
CANONSBURG, PA
Past

June 18, 2009 - August 23, 2024

TRIAD ADVISORS LLC

BD
CRD#: 25803
CANONSBURG, PA
Past

November 6, 2007 - June 17, 2009

CETERA ADVISORS LLC

BD
CRD#: 10299
CANONSBURG, 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".
HF
H FINANCIAL MANAGEMENT
H FINANCIAL MANAGEMENT | HOGE FINANCIAL SERVICES, LLC | HOGE FINANCIAL SERVICES, INC.

CRD#: 148209 / SEC#: 801-69665

RIA
Registered Investment Advisory firm - (2/20/2009 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
(7/31/2020)
RR
Pennsylvania
(8/23/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/15/2010
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/11/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/5/2007
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/16/2012
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

HF
H FINANCIAL MANAGEMENT
H FINANCIAL MANAGEMENT | HOGE FINANCIAL SERVICES, LLC | HOGE FINANCIAL SERVICES, INC.

CRD#: 148209 / SEC#: 801-69665

RIA
Registered Investment Advisory firm - (2/20/2009 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
400 Southpointe Blvd. Plaza One, Suite 420, Canonsburg, PA 15317
Mailing Address
Phone number
(724) 745-9406
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

H FINANCIAL MANAGEMENT DISCLOSURE BROCHURE (9/11/2025)

Regulatory assets under management

Total Number of Accounts1,589
AUM (Assets Under Management)$ 533,769,756

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.

Company Information

H FINANCIAL MANAGEMENT

CRD#: 148209Canonsburg, PA 15317

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