Best Investors Account Sign in

Masroor Hassan

Td Private Client Wealth LLC

Tewksbury, MA

Portsmouth, NH

Claim This Profile
Current Employers
Td Private Client Wealth Llc

1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-06
ME RA APPROVED 2025-04-03
NH RA APPROVED 2022-09-13
MA RA APPROVED 2021-07-30
  • FL RA
    APPROVED
    Since 2026-01-06
  • ME RA
    APPROVED
    Since 2025-04-03
  • NH RA
    APPROVED
    Since 2022-09-13
  • MA RA
    APPROVED
    Since 2021-07-30

Branch Locations

995 Main Street, Tewksbury, MA 01876 • United States

333 State Street 2Nd Floor, Portsmouth, NH 03801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Bank N.A. Tewksbury MA 03/2018 04/2021
Unemployed Burlington MA 01/2018 02/2018
Suntrust Bank Orlando FL 07/2017 12/2017
Unemployed Orlando FL 06/2016 06/2017
Td Bank N.A. Andover MA 04/2021 Present
Td Bank N.A. Andover MA 04/2021 Present
  • 03/2018 → 04/2021
    Td Bank N.A.
    Tewksbury, MA
  • 01/2018 → 02/2018
    Unemployed
    Burlington, MA
  • 07/2017 → 12/2017
    Suntrust Bank
    Orlando, FL
  • 06/2016 → 06/2017
    Unemployed
    Orlando, FL
  • 04/2021 → Present
    Td Bank N.A.
    Andover, MA
  • 04/2021 → Present
    Td Bank N.A.
    Andover, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-11-07
S65 Uniform Investment Adviser Law Examination 2021-07-15
  • S63 Uniform Securities Agent State Law Examination
    2025-11-07
  • S65 Uniform Investment Adviser Law Examination
    2021-07-15

View on SEC IAPD

Other Firms

THE FIDUCIARY ALLIANCE
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
BAKER TILLY WEALTH MANAGEMENT, LLC
CAPITAL WEALTH MANAGEMENT
OSAIC WEALTH, INC.
PACKERLAND BROKERAGE SERVICES, INC.
EDWARD JONES

Other Investors

BRIAN HOWARD DICK
TIMOTHY DICK
Kevin Edward Dick
BARRY RAYMOND DICK
JONATHAN TAYLOR DICK
MATTHEW ARTHUR KEEFE
BRIAN WILLIAM HEFFERNAN
DALE ELIZABETH LEWIS

Other Offices

THE FIDUCIARY ALLIANCE · Tewksbury, MA
LPL FINANCIAL LLC · TEWKSBURY, MA
CETERA INVESTMENT ADVISERS LLC · TEWKSBURY, MA
BAKER TILLY WEALTH MANAGEMENT, LLC · Tewksbury, MA
CAPITAL WEALTH MANAGEMENT · TEWKSBURY, MA
LPL FINANCIAL LLC · LOWELL, MA
LPL FINANCIAL LLC · LOWELL, MA
OSAIC WEALTH, INC. · NORTH BILLERICA, MA

More in Tewksbury, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor