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Michael Cosimo Licosati

Investment adviser representative at Alder Capital
24 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

24 years in the industry.

  1. Alder Capital, LLCAug 2026 to now
  2. Pacific Point Advisors, LLCSep 2020 to now
  3. Alder Capital, LLCJan 2002 to Jul 2022

Exams passed

  • Series 66 · Uniform Combined State Law2002
  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 1 state (CA).

Alder Capital

Legal name: Alder Capital, LLC

$0Assets managed
0Clients
2Advisers
Under 1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3253972
Firm CRD
343367
Advisor's SEC record (opens in a new tab)
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