Marques D. Miles

ALDEN INVESTMENT GROUP

Plano, TX 75075

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CRD#: 7001229

Professional summary

Marques Dalon Miles, who also goes by Miles Dalon Marques, is a registered financial advisor currently at ALDEN INVESTMENT GROUP located in Plano, Texas.

Marques is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Marques has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Miles Dalon Marques

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.Pathways Retirement Advisors; Investment Related; 3900 American Dr, Ste 204 Plano, TX 75075; Insurance, Retirement and Investment Planning; Owner, Start date 10/2020

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marques Dalon Miles'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

January 2, 2024 - Present

ALDEN INVESTMENT GROUP

Office #1: 3900 American Drive Suite 204, Plano, TX 75075

RIA

CRD#: 317077

Plano, TX

Past

April 18, 2022 - December 31, 2023

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

Plano, TX

Past

September 9, 2019 - April 19, 2022

ELEVATED CAPITAL ADVISORS, LLC

RIA

CRD#: 226721

Tyler, TX

Past

May 28, 2019 - October 7, 2019

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

Tulsa, OK

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 INVESTMENT GROUP

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.

Highlighted states indicate IAR registrations

IAR

Oklahoma
(4/1/2025)

IAR

Texas
(1/2/2024)

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

IAR

Series 65

Date: 4/24/2019

Uniform Investment Adviser Law Examination

Current Firm

ALDEN INVESTMENT GROUP

CRD#: 317077 / SEC#: 801-122688

RIA

Registered Investment Advisory firm - (11/12/2021 Approved)

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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

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	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.

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Marques D. Miles

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marques Dalon Miles's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALDEN INVESTMENT GROUP

BROOKSTONE WEALTH ADVISORS, LLC

ELEVATED CAPITAL ADVISORS, LLC

GRADIENT ADVISORS, LLC

Primary Firm SEC Registration

ALDEN INVESTMENT GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 4/24/2019

Current Firm

ALDEN INVESTMENT GROUP

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALDEN INVESTMENT GROUP

TRUST BUT VERIFY

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