Albania Espinal

ALEGRE WEALTH MANAGEMENT

AUDUBON, PA

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CRD#: 6323454

Professional summary

Albania Espinal, CFP® is a registered financial advisor currently at ALEGRE WEALTH MANAGEMENT, LLC located in Audubon, Pennsylvania.

Albania is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Albania has worked at 6 firms and has passed the 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 Albania Espinal'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®

CFP^®

Certified Financial Planner

Experience

Current

October 6, 2025 - Present

ALEGRE WEALTH MANAGEMENT, LLC

RIA

CRD#: 338713

AUDUBON, PA

Past

March 31, 2025 - June 23, 2025

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

VILLANOVA, PA

Past

March 9, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

KING OF PRUSSIA, PA

Past

February 19, 2021 - June 23, 2025

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

VILLANOVA, PA

Past

January 3, 2020 - February 4, 2021

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

MALVERN, PA

Past

June 17, 2014 - February 4, 2021

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(10/6/2025)

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.

Exams

State Security Law Exam

Series 63

Date: 7/2/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/17/2014

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/3/2020

General Securities Principal Examination

Current Firm

ALEGRE WEALTH MANAGEMENT, LLC

ALEGRE WEALTH | ALEGRE WEALTH MANAGEMENT, LLC

CRD#: 338713 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (10/6/2025 Approved)

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Contact information

Main Address

Radnor, PA

Mailing Address

Phone number

(484) 358-7653

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Albania Espinal

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Albania Espinal's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALEGRE WEALTH MANAGEMENT, LLC

STRATEGIC ADVISERS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 7/2/2014

SIE

Date: 10/1/2018

Series 7

Date: 6/17/2014

Series 24

Date: 3/3/2020

Current Firm

ALEGRE WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

ALEGRE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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