Matthew Prifti, financial advisor Manchester NH
96 score

Matthew Prifti

CRD Number: 3043705
Current Firm: Td Private Client Wealth LLC

Matthew Prifti (CRD# 3043705) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Manchester, NH and has over 18 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Td Bank Na Manchester, NH Jun 2014 - Current 2
Td Private Client Wealth LLC Manchester, NH Jun 2014 - Current 2
Summit Financial Corporation Burlington, MA Mar 2012 - Jun 2014 2
Commonwealth Financial Network Waltham, MA Mar 2012 - Jun 2014 2
Northwestern Mutual Wealth Management Company Milwaukee, WI Feb 2010 - Feb 2012 2
Gregory Telge Manchester, NH May 2006 - Feb 2012 5
Northwestern Mutual Investment Services, LLC Manchester, NH Dec 2005 - Feb 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S65 NASAA Investment Advisors Law Examination Nov 2010
Contact Info for Matthew T. Prifti
Phone Number: 212-897-2399
Firm Website: http://www.tdbank.com
Registered State(s):
  • CT
  • ME
  • MA
  • NH
  • PA
  • TX
  • VT
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
96
Clean Record
This advisor has a clean track record with regulators.

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