John Trotsky (CRD# 2487749) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Calverton, MD and has over 29 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Td Private Client Wealth LLC | Boston, MA | Feb 2020 - Current | 4 |
| Td Bank N.a. | Boston, MA | Feb 2020 - Current | 4 |
| Corinthian Yacht Club - Part-time Employee | Marblehead, MA | Aug 2019 - Current | 4 |
| Unemployed | Marblehead, MA | May 2019 - Aug 2019 | < 1 |
| Eaton Vance Distributors, Inc. | Boston, MA | Jul 2009 - May 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2020 |
- ME
- MA
- NH
- VT
-
Total Assets Under Management12,265MILLIONS
-
Total Number of Accounts16,422ACCOUNTS
-
Average Account Value$746,855
- A percentage of assets under your management
- 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
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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