Benjamin Chasse
Investment adviser representative at TD Private Client Wealth LLC
12 yearsExperience
3 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
12 years in the industry.
- TD Private Client Wealth LLCMar 2025 to now
- TD Bank N.A.Mar 2025 to now
- Key Investment Services LLCOct 2024 to Mar 2025
- KeybankOct 2024 to Mar 2025
- MML Investors Services, LLCAug 2024 to Aug 2024
- Massmutual Life Insurance CompanyJul 2024 to Aug 2024
- Key Investment Services LLCApr 2023 to Aug 2024
- KeybankOct 2022 to Aug 2024
- Auburn Savings BankFeb 2022 to Sep 2022
- Skowhegan Savings BankMay 2021 to Feb 2022
- Auburn Savings BankMay 2019 to May 2021
- University of MaineAug 2018 to Aug 2022
- StaplesFeb 2017 to Feb 2020
- Lewiston High ScoolAug 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (FL, MA, ME).
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
- 7726819
- Firm CRD
- 164484