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Brandon H

Series 63, Series 65

Manchester, NH

TD private Client Wealth LLC

Brandon Hobi is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His career includes roles at TD Bank N.A. since 2018 and a prior position at NYLIFE Securities LLC and New York Life Insurance Company in 2017-2018. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, using a technology platform provided by Envestnet and custody services from Pershing.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Victor B

Series 66, Series 63

Manchester, NH

TD private Client Wealth LLC

Victor Batu is a financial advisor with TD Private Client Wealth LLC in Manchester, NH, holding Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Fidelity Investments, Bottomline Technologies, Inc., Dow Jones-Factiva Inc., and self-employment. TD Private Client Wealth LLC offers discretionary wrap‑fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, utilizing a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Paulson E

Series 66

Manchester, NH

TD private Client Wealth LLC

Paulson Edum is a financial professional with eight years of industry experience, currently affiliated with TD Private Client Wealth LLC. He holds the Series 66 designation and has worked at firms including Fidelity Investments, Cetera, and Globe Wealth Management. Edum serves as treasurer and chair of the finance committee for the NAACP Manchester branch. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm offers portfolio management, financial planning support, and access to a range of investment products through a platform that combines strategic and tactical asset allocation with affiliated and third-party sub-managers.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Jayson M

Series 66

Manchester, NH

TD private Client Wealth LLC

Jayson Multer is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. He holds a Series 66 designation and previously worked for Abercrombie & Fitch / Hollister Co. for nine years before transitioning to roles at TD Bank N.A. since 2023. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm uses a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Chase H

Series 66

Manchester, NH

TD private Client Wealth LLC

Chase Harkins is a Series 66-licensed advisor at TD Private Client Wealth LLC with one year of industry experience. Prior to joining TD Private Client Wealth, he worked at Raymond James Financial Services Advisors, Inc. and Duff & Associates. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm’s investment approach combines strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Molly R

Series 66

Manchester, NH

TD private Client Wealth LLC

Molly Royal is a financial advisor with TD Private Client Wealth LLC in Manchester, NH. She holds a Series 66 designation and has been with TD Private Client Wealth LLC since 2026. Prior to her current role, she worked at TD Bank N.A. and has experience in various other industries including retail and manufacturing. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm’s investment approach combines strategic and tactical asset allocation through a mix of affiliated and third-party sub-managers.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Dean B

Series 63, Series 66

Manchester, NH

TD private Client Wealth LLC

Dean Balsamo is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with TD Private Client Wealth LLC since 2016 and has also worked at TD Bank N.A. in various roles since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm employs a blend of strategic and tactical asset allocation using both affiliated and third-party sub-managers and offers financial planning, custody, and reporting services through third-party custodians.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Alexander F

Series 63, Series 66

Manchester, NH

TD private Client Wealth LLC

Alexander Friganza is a financial advisor with TD Private Client Wealth LLC in Manchester, NH, holding Series 63 and Series 66 licenses. He has worked in the financial services industry since 2021, including roles at TD Bank, J.P. Morgan Securities, and Wells Fargo. Prior to his financial career, he was involved in restaurant management with Greene Turtle and Nicks Tuscan Grill. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody services.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Robert R

Series 66

Manchester, NH

TD private Client Wealth LLC

Robert Reynolds is a financial advisor at TD Private Client Wealth LLC with Series 66 credentials and one year of experience in the industry. Prior to his current role, he has held multiple positions at TD Bank since 2021 and worked in the service industry with Applebee's and Burger King. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm offers portfolio management through various TD-branded portfolios combining strategic and tactical asset allocation with investments from affiliated and third-party managers.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Alyssa W

Series 63, Series 65

Manchester, NH

TD private Client Wealth LLC

Alyssa Watson is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 designations and five years of industry experience. She has worked with TD Bank N.A. since 2017 and was previously involved in the hospitality sector with Moorings Inn and Mansell Boat Rentals. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Brad K

Series 63, Series 65

Manchester, NH

TD private Client Wealth LLC

Brad Kelley is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and TD Bank N.A. Outside of his advisory work, he owns a website selling sports cards and works as a delivery driver. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation through its TD Managed Portfolios and related products, incorporating both affiliated and third-party managers.

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