Todd
Zangrilli
Alden Investment Group
Answer a few questions and
get matched with an advisor.
About this Advisor
Todd Zangrilli is a financial advisor who works in Wayne, Pennsylvania with a total of 1 year of industry experience. Zangrilli is an advisor for Alden Investment Group. Throughout their career, Zangrilli has worked at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Cantella & Co., Inc and J Alden Associates, Inc. Zangrilli has a Series 63 license, certifying them as a securities broker, and is able to operate in New Jersey. Alden Investment Group is an advisory company that has its headquarters in Wayne, PA. It controls $207 million in total assets among its 722 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 722 client accounts, just 6% are held by high-net-worth investors who have more than $1 million in assets. Alden Investment Group provides a few services, such as financial planning services, portfolio management for individuals and small businesses and other services. A financial advisor's fee schedules usually vary depending on which services the firm provides the client. However, fees billed by Alden Investment Group may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Alden Investment Group Brokerage Details
$207,297,236
27
722
$287,115
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Todd Zangrilli Work History
Todd has been registered as a financial advisor for 1 years.*
J Alden Associates, Inc
Cantella & Co., Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Todd Zangrilli 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
Berwyn, PA
Wayne, PA
Hockton, GA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
