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Seth N Mc Laughlin

Advisor at TD private Client Wealth LLC — Tampa, FL

Updated today

Credentials

Series 66

Experience

3 years

Location

Tampa, FL 33609

TD private Client Wealth LLC logo

TD private Client Wealth LLC

Enterprise

Total advisors

533

Across 124 offices

Clients per advisor

48 Low

Avg AUM per client

$270,263 Low

HNW client ratio

6% Low

About

Seth Mc Laughlin is a financial advisor with TD Private Client Wealth LLC in Tampa, FL, holding a Series 66 credential and three years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he is involved on an occasional basis with a family-owned sporting goods business related to athletic shoe traction products. TD Private Client Wealth LLC provides discretionary wrap-fee managed accounts and brokerage services to institutional and high-net-worth clients, utilizing a combination of strategic and tactical asset allocation with both affiliated and third-party investment managers.

Client services

Based on TD private Client Wealth LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on TD private Client Wealth LLC

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting

Occupation focus

Based on TD private Client Wealth LLC

Founder/Business Owner

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Fee options

Percentage

$0 - $1,000,000: 1.50% $1,000,000 - $2,000,000: 1.05% $2,000,000 - $4,000,000: 0.85% $4,000,000+: 0.65%

Other

Account minimum: $1,000,000

Location

See office

Tampa, FL

2307 W Kennedy Boulevard

Tampa FL 33609

Advisors at this office

5

Most active in

Florida

Work history

3 years of industry experience

TD Private Client Wealth LLC

2026 - Present • 1 year

Port Richey, FL

TD Bank N.A.

2026 - Present • 1 year

Port Richey, FL

Morgan Stanley Private Bank, N.A

2023 - 2026 • 3 years

New York, NY

Morgan Stanley

2022 - 2026 • 4 years

Temple Terrace, FL

Uber

2022 - 2022 • 1 year

San Francisco, CA

Associate Staffing

2022 - 2022 • 1 year

Charlotte, NC

West Chester University

2021 - 2022 • 1 year

West Chester, PA

Stanley Black & Decker

2021 - 2021 • 1 year

Towson, MD

DoorDash

2020 - 2026 • 6 years

San Francisco, CA

West Chester University

2020 - 2021 • 1 year

West Chester, PA

Avenue Ale House and Pizza Loft

2020 - 2020 • 1 year

York, PA

Manpower

2020 - 2020 • 1 year

York, PA

West Chester University

2019 - 2020 • 1 year

West Chester, PA

Avenue Ale House and Pizza Loft

2019 - 2019 • 1 year

York, PA

West Chester University

2018 - 2019 • 1 year

West Chester, PA

Avenue Ale House and Pizza Loft

2018 - 2018 • 1 year

York, PA

Dairy Queen

2017 - 2017 • 1 year

York, PA

Central York High School

2014 - 2018 • 4 years

York, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Austin H

CFP®, Series 66, CIMA®

Tampa, FL

Hunt Wealth

Austin Hunt is a CFP® professional who has been working in financial services since 2018. He is the sole advisor at Hunt Wealth, which he founded in 2025, following prior roles at Raymond James and Steward Partners. Hunt also serves as an account executive for Holistiplan, a tax planning software company. Hunt Wealth provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a combination of passive and active strategies based on Modern Portfolio Theory and offers discretionary and non-discretionary portfolio management, with a focus on asset allocation and manager selection through a model marketplace and outside managers.

Retirement income strategy Cash flow / budgeting Roth conversion strategy General tax planning Tax-loss harvesting Sales Professional Technology Professional Retired Consultant HENRY (High Earners, Not Rich Yet) Gen Y/Millennials (Born 1980-1995) Gen X (Born 1965-1980)

Jack C

CFP®, Series 63, Series 66

Clearwater, FL

Csenge Advisory Group, LLC

Jack works as a Wealth Advisor with Csenge Advisory Group, helping families and business owners create and implement financial strategies. From retirement planning for individuals to designing benefits strategies for small businesses, Jack’s goal is to help his clients plan their financial future. He also helps our clients with their investment, social security, insurance, and estate planning needs.

Retirement income strategy Wealth management Early retirement planning Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Self-Employed Approaching retirement HENRY (High Earners, Not Rich Yet) Young Professionals Established Professionals Retired
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Daniel P

CFP®, Series 63, Series 65

Tampa, FL

Dwf Wealth Management

Daniel Pappas is a CFP® professional with 27 years of experience in the financial services industry. He is currently with IHT Wealth Management LLC and has previously worked with Independent Financial Partners. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor and separate entity from LPL Financial.

Wealth management Retirement income strategy Retirement withdrawal strategies Long-term care insurance Self-Employed Sales Professional Educators, Teachers, and Academics University Employee Approaching retirement Established Professionals
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Jeffrey S

CFP®, Series 63, Series 66

Tampa, FL

Farther

Jeffrey Schlotterbeck Jr. is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Farther since 2026. His prior roles include positions at Water Street Wealth Management, TD Ameritrade, AmSouth Investment Services, Ids Life Insurance Company, and American Express Financial Advisors. Outside of his advisory work, he manages a single rental property through Beck Investments LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based approach, utilizing proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income, supplemented by AI tools and advisor judgment.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies

Priscilla N

Series 66, Series 7, Series 63, Series 65

St Petersburg, FL

Pmn Financial Associates

Priscilla Nunez is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. She holds the Series 66 designation, (Series 63/65 combined), Series 7, and has worked at Brokers International Financial Services since 2018. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers comprehensive asset management, financial planning, and consulting services using a variety of portfolio management approaches and custodial platforms.

Wealth management Active portfolio management General retirement planning Retirement income strategy Annuities Executive Retired Government Employee Doctor or Medical Professional Educators, Teachers, and Academics HENRY (High Earners, Not Rich Yet) Young Professionals Established Professionals Approaching retirement Women Professionals
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Luke M

Series 66

Tampa, FL

Valic Financial Advisors

Luke Mcananey is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Cary Street Partners LLC, Raymond James & Associates, and Bardmoor Golf Club. Outside of his advisory role, he serves as a JV lacrosse coach at Northside Christian School and is appointed as an agent to sell non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with options for tax and ESG overlays.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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