Mante Osei
Investment adviser representative at TD Private Client Wealth LLC
11 yearsExperience
5 statesRegistered in
$8.6BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- TD Private Client Wealth LLCJun 2026 to now
- TD Bank N.A.Jun 2026 to now
- Bank of America, N.A.Jul 2022 to Jun 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 to Jun 2026
- Wells Fargo Bank, NAAug 2019 to May 2022
- Wells Fargo Clearing Services, LLCAug 2019 to May 2022
- Santander Bank, NAAug 2017 to Jul 2019
- Santander Securities, LLCAug 2017 to Jul 2019
- Astoria BankNov 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 5 states (CT, FL, NJ, NY, PA).
TD Private Client Wealth LLC
$8.6BAssets managed
25,685Clients
530Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6521119
- Firm CRD
- 164484