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Todd Zangrilli

Alden Investment Group
41 Years of Experience
Wayne, PA
1 DisclosureBroker
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Todd Zangrilli is a registered investment advisor at Alden Investment Group, based in Wayne, PA, with 41 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 978 clients with $320M in assets under management.

Alden Investment Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
43 advisors
Number of Clients
978 clients
Average Client Portfolio
$326K average
Assets Under Management
$319.2M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)

Alden Investment Advisors' fees for asset management services are negotiable, up to a maximum of 2.00% annually. Fees are charged quarterly in arrears based on the portfolio value on the last business day of the quarter. The firm aggregates all managed accounts to determine the quarterly fee. Each Investment Advisory Representative determines their own fees, so clients may find lower fees with other representatives. A 0.05% annual reporting fee is billed monthly for clients using the Alden COVE platform.

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Location

37 West Avenue, Suite 301, Wayne, PA, 19087-3226

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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
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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 1 mo
J. Alden Associates, INC.Broker
August 2022 - Present · 4 yrs 1 mo
J. Alden Associates, INC.
August 2022 - Present · 4 yrs 1 mo
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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