Matthew Prifti, financial advisor Hartford CT

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 Hartford, CT and has over 25 years of experience in the finance industry.

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Advice And Planning Services
Professional Designations
Company Name Location Dates Years
Td Bank Na Andover, MA Jun 2014 - Current 9
Td Private Client Wealth LLC Andover, MA Jun 2014 - Current 9
Summit Financial Corporation Burlington, MA Mar 2012 - Jun 2014 2
Commonwealth Financial Network Waltham, MA Mar 2012 - Jun 2014 2
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: 877-703-9896
Registered State(s):
  • AZ
  • CA
  • CT
  • FL
  • GA
  • IL
  • ME
  • MD
  • MA
  • MT
  • NH
  • NJ
  • NM
  • NY
  • NC
  • OR
  • PA
  • RI
  • SC
  • TX
  • UT
  • VT
  • VA
By the Numbers
  • Total Assets Under Management
    12,265
    MILLIONS
  • Total Number of Accounts
    16,422
    ACCOUNTS
  • Average Account Value
    $746,855
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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Data verified by both the advisor and the public regulatory data.

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