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Todd Zangrilli

Alden Investment Group

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About Todd Zangrilli

Todd Zangrilli is a financial advisor registered with Alden Investment Group. Todd is a registered representative and investment advisor with over 38 years of experience in the financial services industry. Todd has served clients in a variety of capacities, including providing investment advice, retirement planning and financial planning. Todd has been associated with Wells Fargo Advisors and Wells Fargo Clearing Services for a significant portion of his career.

Firm Information

Todd Zangrilli 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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Todd Zangrilli’s Registration & Firm History

PA

08/19/2022 - Present

Alden Investment Group (WAYNE PA)

MA

05/05/2022 - 08/18/2022

CANTELLA & CO., INC. (MALDEN MA)

NJ

11/10/2006 - 05/16/2022

WELLS FARGO CLEARING SERVICES, LLC (SHORT HILLS NJ)

NJ

11/21/1994 - 11/13/2006

A. G. EDWARDS & SONS, INC. (MORISTOWN NJ)

NJ

03/13/1989 - 11/28/1994

FIRST INSTITUTIONAL SECURITIES CORP. (WEST PATERSON NJ)

NA

02/01/1989 - 07/18/1989

BROADWAY FINANCIAL INVESTMENT SERVICES CORP.

NA

12/26/1986 - 02/01/1989

GLICKENHAUS & CO. - NEW JERSEY

NA

05/09/1985 - 12/26/1986

LISS TENNER & GOLDBERG SECURITIES CORPORATION

NA

08/21/1984 - 04/10/1985

BEVILL, BRESLER & SCHULMAN INCORPORATED

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Licenses & Designations

BC

Issued 10/04/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Todd Zangrilli. Review regulatory record here.
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