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Larissa Jane Costello

Alden Investment Group

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About Larissa Jane Costello

Larissa Jane Costello is a registered representative with Alden Investment Group in WAYNE, PA. Larissa has been in the financial services industry since 2014. Larissa has passed the Series 7, Series 66, and SIE exams. Larissa is also a registered Investment Advisor Representative in Maryland, New Jersey, New York and Texas. Prior to joining Alden Investment Group, Larissa was a Financial Advisor at Coastal Equities, Inc. and Raymond James Financial Services, Inc. Larissa specializes in providing financial planning and portfolio management for individuals.

Firm Information

Larissa Costello is currently registered with Alden Investment Group. Alden Investment Group, headquartered in WAYNE, PA, is an investment advisory firm with approximately $290.95 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. Alden Investment Group also offers other advisory services, including retirement plans. The firm has 5 licensed agents, 30 registered representatives, and 26 investment advisory functions.
Alden Investment Group

37 WEST AVENUE

WAYNE, PA 19087-3226

$290.95M

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement plans

Retirement plans

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Larissa Costello’s Registration & Firm History

PA

09/12/2023 - Present

Alden Investment Group (WAYNE PA)

MD

04/17/2020 - 09/12/2023

COASTAL EQUITIES, INC. (QUEENSTOWN MD)

MD

09/21/2018 - 03/24/2020

RAYMOND JAMES FINANCIAL SERVICES, INC. (GRASONVILLE MD)

MD

10/14/2014 - 09/04/2018

AMERIPRISE FINANCIAL SERVICES, INC. (ANNAPOLIS MD)

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Licenses & Designations

IA

Issued 12/11/2018

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 02/24/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/14/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Larissa Jane Costello.
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