Td Private Client Wealth LLC
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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
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
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Paul Longobardi Work History
Paul has 11 years of experience.
Td Bank N.A
Td Private Client Wealth LLC
Bofa Global Capital Management
Columbia Management Group
Paul Longobardi has no disclosures.
Please visit their SEC profile for more details.