Larissa
Costello

Alden Investment Group

CRD#6253064
Investment Advisor
in Wayne, PA

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About this Advisor

Larissa Costello is a financial advisor based in Wayne, Pennsylvania, working with Alden Investment Group. Larissa has previously held positions at Ameriprise Financial Services, Inc, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Coastal Equities, Inc, Coastal Investment Advisors, J. Alden Associates, Inc, and Alden Investment Advisors, LLC. Larissa has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Maryland and Texas. Currently, Larissa is part of Alden Investment Group, which operates out of Wayne, Pennsylvania. The firm has 32 employees and manages assets totaling $290.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Alden Investment Group includes asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

37 West Avenue Suite 301
Wayne, PA 19087-3226

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Alden Investment Group Brokerage Details

Total Assets Under Management

$290,949,395

PA Average: $15,833,994,310
Total Number of Employees

32

PA Average: 41
Total Number of Accounts

953

PA Average: 3,342
Average Account Size

$305,298

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Larissa Costello Work History

2023 - Present (1 year)

J. Alden Associates, Inc

2023 - Present (1 year)

Alden Investment Advisors, LLC

2020 - 2023 (3 years)

Coastal Equities, Inc

2020 - 2023 (3 years)

Coastal Investment Advisors

2018 - 2020 (2 years)

Raymond James Financial Services, Inc

2018 - 2020 (2 years)

Raymond James Financial Services Advisors Inc

2013 - 2018 (5 years)

Ameriprise Financial Services, Inc

Disclosures

Please visit the SEC profile of Larissa Costello to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alden Investment Group

Eric Maslowsky
Berwyn, PA
Derek D'Alonzo
Hockton, GA
Larissa Costello
Wayne, PA
William Parkinson
Wayne, PA
James Scott
Ocala, FL
Joseph Cunningham
Wayne, PA
Marques Miles
Plano, TX
James Quillen
Doylestown, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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