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Todd Zangrilli

Alden Investment Group
42 Years of Experience
Wayne, NJ
1 DisclosureBroker
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Todd Zangrilli is a registered investment advisor at Alden Investment Group, based in Wayne, NJ, with 42 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,460 clients with $390M in assets under management.

Alden Investment Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
1,460 clients
Average Client Portfolio
$264K average
Assets Under Management
$385.7M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum fee is up to 2.00% per year. Fees are negotiable. An additional platform reporting fee of 0.05% applies.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Wayne, NJ

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2003
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Todd has a 15% ownership stake in Edmunds LLC and JTM Investment Group LLC, both rental investment properties, since May 2022. He spends a few hours per week on these activities.

Employment History
Current Registrations
Alden Investment Group
August 2022 - Present · 4 yrs 2 mos
J. Alden Associates, INC.Broker
August 2022 - Present · 4 yrs 2 mos
J. Alden Associates, INC.
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Cantella & CO., INC.
June 2022 - August 2022 · 2 mos
Cantella & CO., INC.Broker
May 2022 - August 2022 · 3 mos
Wells Fargo Clearing Services, LLCBroker
November 2006 - May 2022 · 15 yrs 6 mos
Wells Fargo Clearing Services, LLC
November 2006 - May 2022 · 15 yrs 6 mos
A. G. Edwards & Sons, INC.
July 2005 - November 2006 · 1 yr 4 mos
A. G. Edwards & Sons, INC.Broker
November 1994 - November 2006 · 12 yrs
First Institutional Securities CORP.Broker
March 1989 - November 1994 · 5 yrs 8 mos
Broadway Financial Investment Services CORP.Broker
February 1989 - July 1989 · 5 mos
Glickenhaus & CO. - New JerseyBroker
December 1986 - February 1989 · 2 yrs 2 mos
Liss Tenner & Goldberg Securities CorporationBroker
May 1985 - December 1986 · 1 yr 7 mos
Bevill, Bresler & Schulman IncorporatedBroker
August 1984 - April 1985 · 8 mos
State Registrations6 states
FLMANJNYPAUT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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