Fort Lauderdale, FL N Andrews Ave Office

Team
Updated today

Client AUM

$6,851,434,308

Clients

25,351

Advisors

4

Of 533 advisors across 124 offices

Location

5900 N Andrews Ave, 2nd Floor

Fort Lauderdale FL 33309

Advisors at this office

4

Advisors at this office

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Lorraine H

Series 66

Fort Lauderdale, FL

TD private Client Wealth LLC

Lorraine Hernandez Forbes is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, N.A., JP Morgan Securities, LLC, and PNC Investments. She is based in Fort Lauderdale, FL. 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 utilizes strategic and tactical asset allocation through TD Managed Portfolios, combining investments from affiliated and third-party sub-managers.

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

Milagritos S

Series 66

Fort Lauderdale, FL

TD private Client Wealth LLC

Milagritos Sosna is a financial advisor with TD Private Client Wealth LLC holding a Series 66 license and 25 years of industry experience. She previously worked at JP Morgan Securities, LLC, and Charles Schwab Bank. Sosna is based in Fort Lauderdale, FL. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional clients and high-net-worth individuals. The firm offers portfolio management, financial planning support, and access to various investment products through a combination 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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Andre J

Series 66

Fort Lauderdale, FL

TD private Client Wealth LLC

Andre Jeboo is a financial advisor at TD Private Client Wealth LLC with eight years of industry experience. He holds a Series 66 designation and has worked at TD Bank N.A., Citigroup, and TD Private Client Wealth LLC throughout his career. 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 uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and offers ongoing portfolio management along with financial planning support.

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

Guy P

Series 63, Series 65

Fort Lauderdale, FL

TD private Client Wealth LLC

Guy Pierre is a financial advisor with TD Private Client Wealth LLC in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes roles at Charles Schwab Bank and TD Ameritrade. He also took a year for extended travel between 2025 and 2026. 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 uses a combination of strategic and tactical asset allocation across affiliated and third-party sub-managers, offering portfolio management, financial planning, and custody services.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
View complete list of advisors at this office
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