Todd Zangrilli

ALDEN INVESTMENT GROUP

Wayne, NJ

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CRD#: 1291192

Professional summary

Todd Zangrilli is a registered financial advisor currently at ALDEN INVESTMENT GROUP located in Wayne, New Jersey and J. ALDEN ASSOCIATES, INC. located in Wayne, Pennsylvania.

Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Todd has worked at 10 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) EDMUNDS LLC; INV RELATED; WAYNE, NJ; RENTAL AND INVESTMENT PROPERTY; 15% OWNERSHIP; START 05/04/2022; 10 HOURS PER MONTH, 0 DURING TRADING; INVESTOR IN A RENTAL PROPERTY. 2) JTM INVESTMENT GROUP LLC: RENTAL INVESTMENT PROPERTY, 15% OWNERSHIP, START 05/04/2022, 10 HOURS PER MONTH, 0 DURING TRADING, INVESTOR IN RENTAL PROPERTIES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Zangrilli's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 19, 2022 - Present

ALDEN INVESTMENT GROUP

RIA

CRD#: 317077

Wayne, NJ

Current

August 17, 2022 - Present

J. ALDEN ASSOCIATES, INC.

Office #1: 37 West Ave Suite 301, Wayne, PA 19087

CRD#: 40002

Wayne, PA

Past

June 9, 2022 - August 18, 2022

CANTELLA & CO., INC.

RIA

CRD#: 13905

Wayne, NJ

Past

May 5, 2022 - August 18, 2022

CANTELLA & CO., INC.

CRD#: 13905

MALDEN, MA

Past

November 10, 2006 - May 16, 2022

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SHORT HILLS, NJ

Past

November 10, 2006 - May 16, 2022

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SHORT HILLS, NJ

Past

July 27, 2005 - November 13, 2006

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

MORISTOWN, NJ

Past

November 21, 1994 - November 13, 2006

A. G. EDWARDS & SONS, INC.

CRD#: 4

MORISTOWN, NJ

Past

March 13, 1989 - November 28, 1994

FIRST INSTITUTIONAL SECURITIES, L.L.C.

CRD#: 23910

WEST PATERSON, NJ

Past

February 1, 1989 - July 18, 1989

BROADWAY FINANCIAL INVESTMENT SERVICES CORP.

CRD#: 23906

Past

December 26, 1986 - February 1, 1989

GLICKENHAUS & CO. - NEW JERSEY

CRD#: 7302

Past

May 9, 1985 - December 26, 1986

LISS TENNER & GOLDBERG SECURITIES CORPORATION

CRD#: 8173

Past

August 21, 1984 - April 10, 1985

BEVILL, BRESLER & SCHULMAN INCORPORATED

CRD#: 6971

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALDEN INVESTMENT GROUP

CRD#: 317077 / SEC#: 801-122688

RIA

Registered Investment Advisory firm - (11/12/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(8/17/2022)

Massachusetts
(8/23/2022)

New Jersey
(8/17/2022)

IAR

New Jersey
(8/19/2022)

New York
(8/17/2022)

Pennsylvania
(9/12/2022)

Utah
(8/17/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 10/4/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/18/1984

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

ALDEN INVESTMENT GROUP

CRD#: 317077 / SEC#: 801-122688

RIA

Registered Investment Advisory firm - (11/12/2021 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(215) 572-8700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (8/7/2025)

Regulatory assets under management

Total Number of Accounts	978
AUM (Assets Under Management)	$ 319,233,679

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Todd Zangrilli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Zangrilli's CRS (Customer Relationship Summary).

Certified licenses

Experience

J. ALDEN ASSOCIATES, INC.

CANTELLA & CO., INC.

CANTELLA & CO., INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

FIRST INSTITUTIONAL SECURITIES, L.L.C.

BROADWAY FINANCIAL INVESTMENT SERVICES CORP.

GLICKENHAUS & CO. - NEW JERSEY

LISS TENNER & GOLDBERG SECURITIES CORPORATION

BEVILL, BRESLER & SCHULMAN INCORPORATED

Primary Firm SEC Registration

ALDEN INVESTMENT GROUP

State Registrations and Notice Filings

Exams

Series 63

Date: 10/4/1984

SIE

Date: 10/1/2018

Series 7

Date: 8/18/1984

FINRA

Current Firm

ALDEN INVESTMENT GROUP

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALDEN INVESTMENT GROUP

TRUST BUT VERIFY

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