Walden Capital Advisors, LLC

Walden Capital Advisors, LLC (CRD# 142292) is a financial advisory firm headquartered in Bala Cynwyd, PA. They manage $132,296,646 in 358 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    132
    MILLION
  • Total Number of Accounts
    358
    ACCOUNTS
  • Average Account Value
    $369,544
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NY, PA

Financial Advisors at Walden Capital Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Bryan A. Moylan
CRD#: 4851231
Two Bala Plaza, Suite 401, Bala Cynwyd, PA 19004
96
Wealthminder
score

Bryan Moylan (CRD# 4851231) is an Investment Advisor Representative working at Walden Capital Advisors, LLC in Bala Cynwyd, PA and has over 12 years of experience in the finance industry. Bryan Moylan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Randye L. Kaplan
CRD#: 1731454
Two Bala Plaza, Suite 401, Bala Cynwyd, PA 19004
93
Wealthminder
score

Randye Kaplan (CRD# 1731454) is an Investment Advisor Representative working at Walden Capital Advisors, LLC in Bala Cynwyd, PA and has over 28 years of experience in the finance industry.

3
Jill B. Steinberg
CRD#: 2237458
Two Bala Plaza, Suite 401, Bala Cynwyd, PA 19004
93
Wealthminder
score

Jill Steinberg (CRD# 2237458) is an Investment Advisor Representative working at Walden Capital Advisors, LLC in Bala Cynwyd, PA and has over 22 years of experience in the finance industry.

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