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Albania Espinal

Alegre Wealth Management, LLC

Radnor, PA

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Current Employers
Alegre Wealth Management, Llc

Radnor, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-10-06
  • PA RA
    APPROVED
    Since 2025-10-06

Branch Locations

Radnor, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Malvern PA 04/2014 01/2021
Fidelity Investments Villanova PA 01/2021 06/2025
Alegre Wealth Management, Llc Audubon PA 07/2025 Present
  • 04/2014 → 01/2021
    The Vanguard Group, Inc.
    Malvern, PA
  • 01/2021 → 06/2025
    Fidelity Investments
    Villanova, PA
  • 07/2025 → Present
    Alegre Wealth Management, Llc
    Audubon, PA
Previous Registrations
  • 2025-03-31 → 2025-06-23
    Strategic Advisers Llc
    Villanova, PA
    Eagleville, PA
    Boston, MA
  • 2021-03-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    King Of Prussia, PA
  • 2020-01-03 → 2021-02-04
    Vanguard Advisers, Inc.
    Malvern, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-07-02
  • S63 Uniform Securities Agent State Law Examination
    2014-07-02
Designations

View on SEC IAPD

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