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Michael Cosimo Licosati

ALDER CAPITAL
SOLANA BEACH, CA
·CRD# 3253972·26 years experience

Professional Summary

Michael Cosimo Licosati, who also goes by Michael Licosati, is a registered financial advisor currently at ALDER CAPITAL located in Solana Beach, California. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Michael has worked at 4 firms and has passed the Series 65, Series 66 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michael Licosati

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

26 years in the financial services industry

Current & Past Employments

ALDER CAPITAL·CRD# 343367
RIA
514 Via De La Valle Suite 203, Solana Beach, CA 92075
August 7, 2026 - Present
PACIFIC POINT ADVISORS, LLC·CRD# 310731
RIA
Rancho Santa Fe, CA
November 13, 2020 - October 8, 2026
ALDER CAPITAL, LLC·CRD# 118963
RIA
San Diego, CA
September 17, 2002 - March 2, 2006
MORGAN STANLEY & CO. LLC·CRD# 8209
BD
New York, NY
August 28, 2000 - November 28, 2001

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Current Firm

AC
ALDER CAPITAL

ALDER CAPITAL | ALDER CAPITAL, LLC

CRD#: 343367 / SEC#: 801-136991
RIA
Registered Investment Advisory firm - SEC (8/5/2026 120-Day Approval)

Contact Information

Main Address

514 Via De La Valle Suite 203, Solana Beach, CA 92075

Phone Number

(858) 442-2722

# of Employees

3

SEC notice filing (1 States and Territories)

Registered to provide investment advisory services in 1 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ALDER CAPITAL, LLC DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (10/8/2026)
0

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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) On a temporary and transitional basis, Michael Licosati will be dually registered as an Investment Advisor Representative ("IAR") with Pacific Point Advisors, LLC ("Pacific Point") and Alder Capital, LLC ("Alder"). This dual registration is for transitional purposes only. Following the transition of clients from Pacific Point to Alder, this dual affiliation will cease.

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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.
IAR
California
(8/7/2026)

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.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2020About the Series 65 exam

Series 66 — Uniform Combined State Law Examination

Passed Sep 2002About the Series 66 exam

Series 7 — General Securities Representative Examination

Passed Aug 2000About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Cosimo Licosati's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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