Robert Magan, financial advisor Concord NH
93 score

Robert Magan

CRD Number: 6129115
Current Firm: Td Private Client Wealth LLC

Robert Magan (CRD# 6129115) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Concord, NH and has over 3 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Td Bank, N.a. Concord, NH Sep 2014 - Current 2
Td Private Client Wealth LLC Concord, NH Oct 2012 - Current 4
Td Bank, N.a. Concord, NH Jan 2014 - Sep 2014 < 1
Td Bank, N.a. Manchester, NH Apr 2008 - Jan 2014 5
Citizens Investment Advisers Portsmouth, NH Jul 2005 - Apr 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Robert A. Magan
Phone Number: 212-897-2399
Firm Website: http://www.tdbank.com
Registered State(s):
  • CT
  • DE
  • FL
  • ME
  • MA
  • NH
  • NJ
  • NC
  • PA
  • RI
  • SC
  • TX
  • VT
  • VA
By the Numbers
  • Total Assets Under Management
    1,061
    MILLIONS
  • Total Number of Accounts
    1,318
    ACCOUNTS
  • Average Account Value
    $804,695
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
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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