Td Private Client Wealth LLC
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About this Advisor
James Waggett is a chartered financial analyst working in Boston, Massachusetts, with a total of 16 years of experience as a financial advisor. Waggett works at Td Private Client Wealth LLC. During their career, Waggett has held roles at Micro Data Systems, Bank Of America, Fidelity Investments, Td Bank N.A and Td Private Client Wealth LLC. Waggett holds a Series 63 license, designating them as a securities agent, and is able to operate in Connecticut and Massachusetts. Td Private Client Wealth LLC is an advisory business headquartered in Boston, Massachusetts. The firm has offices in 33 locations and a total of 231 financial advisors. It administers $3 billion in assets under management across its 2,389 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 60 charities and foundations. Of its 2,389 customer accounts, 20% are associated with high-net-worth individuals who have at least $1 million in assets. Td Private Client Wealth LLC provides a broad array of services, such as 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. Financial advisory fee schedules typically are based on the services. Fees billed by Td Private Client Wealth LLC typically consist of asset-based fees.
Certifications and Registrations
Years of Experience
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Td Private Client Wealth LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
James Waggett Work History
James has 16 years of experience.
Td Bank N.A
Td Private Client Wealth LLC
Micro Data Systems
Bank Of America
James Waggett has no disclosures.
Please visit their SEC profile for more details.