Taha Siddiqui, financial advisor Bedford NH

Taha Siddiqui

CRD Number: 6739787
Current Firm: Td Private Client Wealth LLC

Taha Siddiqui (CRD# 6739787) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Bedford, NH and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Td Bank N.a. Concord, NH Jul 2020 - Current 1
Td Private Client Wealth LLC Boston, MA Nov 2017 - Current 4
Td Bank LLC Boston, MA Nov 2017 - Jul 2020 2
Wells Fargo Funds Distributor, LLC Boston, MA Jan 2017 - Nov 2017 < 1
Putnam Investments Andover, MA Jun 2015 - Jan 2017 1
Student Lowell, MA Apr 2011 - Jun 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2017
S65 NASAA Investment Advisors Law Examination May 2018
Contact Info for Taha Siddiqui
Phone Number: 877-703-9896
Registered State(s):
  • AZ
  • CT
  • FL
  • IL
  • ME
  • MA
  • MO
  • NV
  • NH
  • NJ
  • NY
  • OH
  • PA
  • RI
  • VT
  • VA
By the Numbers
  • Total Assets Under Management
    4,802
    MILLIONS
  • Total Number of Accounts
    3,895
    ACCOUNTS
  • Average Account Value
    $1,232,826
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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