Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Edward Silaika is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Todd is a registered representative in 51 states, as well as a Registered Investment Advisor in New York and Texas. He is a veteran advisor, starting his career in 1996 with Mercer Allied Company, L.P. Todd has also been a Trustee for NYS Investigators EAF. He is a financial advisor, working with a variety of clientele, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals other than high-net-worth. Todd provides a variety of financial services including portfolio management for businesses and individuals, selection of other advisors, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
09/22/2006 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CLIFTON PARK NY)
NY
05/14/1996 - 07/26/2006
MERCER ALLIED COMPANY, L.P. (CLIFTON PARK NY)
IA
Issued 10/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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