Bethany
Opishinski

Td Private Client Wealth LLC

CRD#4862444
Investment Advisor
in Boston, MA
Are you Bethany Opishinski? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Bethany Opishinski is a certified financial planner operating out of Boston, Massachusetts, with a total of 14 years of experience as a financial advisor. Opishinski works at Td Private Client Wealth LLC. Over the course of their career, Opishinski has held roles at Bank Of America, N.A, Banc Of America Investment Services, Inc, Td Bank N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Heritage Financial Services and Td Private Client Wealth LLC. Opishinski maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida, Massachusetts, Rhode Island and Pennsylvania. Td Private Client Wealth LLC is a registered investment company that has its headquarters in Boston, Massachusetts. The firm has offices in 33 locations and a total of 231 financial advisors. It oversees $3 billion in assets under management among its 2,389 customer accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advice to 60 charitable organizations. Of its 2,389 customer accounts, 20% belong to high-net-worth investors who have at least $1 million in assets. Td Private Client Wealth LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management vary depending on the services. Fees billed by Td Private Client Wealth LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

200 State Street, 10Th Floor
Boston, MA 02109

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Td Private Client Wealth LLC Brokerage Details

Total Assets Under Management

$3,239,132,451

MA Average: $7,464,549,021
Total Number of Employees

262

MA Average: 88
Total Number of Accounts

3,065

MA Average: 3,892
Average Account Size

$1,056,813

MA Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Bethany Opishinski Work History

Bethany has 14 years of experience.

2017 - Present (2 years)

Td Bank N.A

2017 - Present (2 years)

Td Private Client Wealth LLC

2013 - 2016 (3 years)

Heritage Financial Services

2009 - 2010 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2004 - 2010 (6 years)

Bank Of America, N.A

2004 - 2010 (6 years)

Banc Of America Investment Services, Inc

Disclosures

Bethany Opishinski has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started