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Brandon Hobi

Td Private Client Wealth LLC

Manchester, NH

CRD 6838865

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Employer firm

Td Private Client Wealth LLC CRD 164484

$8.57B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Td Private Client Wealth Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-20
PA RA APPROVED 2026-01-07
ME RA APPROVED 2025-06-30
VT RA APPROVED 2025-06-30
MA RA APPROVED 2022-06-01
NH RA APPROVED 2021-09-07
  • FL RA
    APPROVED
    Since 2026-07-20
  • PA RA
    APPROVED
    Since 2026-01-07
  • ME RA
    APPROVED
    Since 2025-06-30
  • VT RA
    APPROVED
    Since 2025-06-30
  • MA RA
    APPROVED
    Since 2022-06-01
  • NH RA
    APPROVED
    Since 2021-09-07

Branch Locations

1255 South Willow Street 2Nd Floor, Manchester, NH 03103 • 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
Bob Jones University Greenville SC 08/2014 05/2017
Bob Jones University Greenville SC 08/2014 05/2017
Unemployed New Boston NH 05/2017 06/2017
New York Life Insurance Company Manchester NH 06/2017 08/2018
Nylife Securities Llc Manchester NH 12/2017 08/2018
Td Bank N.A. Manchester NH 08/2018 08/2021
Td Bank N.A. Manchester NH 08/2021 Present
Td Private Client Wealth Llc Nashua NH 08/2021 Present
  • 08/2014 → 05/2017
    Bob Jones University
    Greenville, SC
  • 08/2014 → 05/2017
    Bob Jones University
    Greenville, SC
  • 05/2017 → 06/2017
    Unemployed
    New Boston, NH
  • 06/2017 → 08/2018
    New York Life Insurance Company
    Manchester, NH
  • 12/2017 → 08/2018
    Nylife Securities Llc
    Manchester, NH
  • 08/2018 → 08/2021
    Td Bank N.A.
    Manchester, NH
  • 08/2021 → Present
    Td Bank N.A.
    Manchester, NH
  • 08/2021 → Present
    Nashua, NH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-05-27
S65 Uniform Investment Adviser Law Examination 2021-09-07
  • S63 Uniform Securities Agent State Law Examination
    2025-05-27
  • S65 Uniform Investment Adviser Law Examination
    2021-09-07
Other Names
  • Brandon Jack Hobi

View on SEC IAPD

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