Paul
Longobardi

Td Private Client Wealth LLC

CRD#2279086
Investment Advisor
in Boston, MA
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About this Advisor

Paul Longobardi is a certified financial planner working in Boston, Massachusetts, who has been in the advisory business for 11 years. Longobardi is an advisor for Td Private Client Wealth LLC. During their career, Longobardi has held roles at Us Trust, Columbia Management Group, Td Bank N.A, Td Private Client Wealth LLC and Bofa Global Capital Management. Longobardi maintains Series 63 and Series 66 licenses, designating them as a securities representative, and can advise clients in Connecticut, Maine, Rhode Island, Vermont, Pennsylvania, Florida, Massachusetts and New Hampshire. Td Private Client Wealth LLC is a registered investment business based out of Boston, Massachusetts. It has offices in 33 locations and a total of 231 employees. It administers $3 billion in assets between its 2,389 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 60 charitable organizations. Of its 2,389 accounts, 20% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business provides a number 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. Fees for financial advice are based on the type of services offered. Fee types billed by Td Private Client Wealth LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

200 State Street, 10Th Floor
Boston, MA 02109

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Td Private Client Wealth LLC Brokerage Details

Total Assets Under Management

$2,694,701,934

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

231

MA Average: 88
Total Number of Accounts

2,389

MA Average: 3,892
Average Account Size

$1,127,962

MA Average: $1,917,921

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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

Paul Longobardi Work History

Paul has 11 years of experience.

2016 - Present (3 years)

Td Bank N.A

2016 - Present (3 years)

Td Private Client Wealth LLC

2013 - 2016 (3 years)

Us Trust

2011 - 2013 (2 years)

Us Trust

2010 - 2011 (1 years)

Bofa Global Capital Management

2007 - 2010 (3 years)

Columbia Management Group

Disclosures

Paul Longobardi has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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