Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
37yrs
Kurt Schaefer
Financial advisor at TD Private Client Wealth
Kurt Schaefer is a fiduciary financial advisor in Boston, Massachusetts, with 37 years in the industry. Kurt joined TD Private Client Wealth in 2023, after a year at MML Investors Services and two years at MSI Financial Services. Kurt holds the CFP® designation.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Experience37 years (since 1990)
How that compares ?Top 2% by experience at TD Private Client Wealth
Office200 State Street, 10th Floor, Boston, MA 02109
How the firm is paid ?Percent of assets
Typical client at the firm ?$270,263
Advisors at the firm531
States licensed ?1 state
Services through TD Private Client Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowTD Private Client Wealth LLCCurrent firm
- Mar 2017 – Nov 2017MML Investors Services, LLCPreviously
- 2015 – 2017MSI Financial Services, Inc.Previously
- Dec 2014 – Jan 2015People's Securities, Inc.Previously
- 2010 – 2014Key Investment Services LLCPreviously
- Jun 2009 – Sep 2010
- 2003 – 2009Valic Financial Advisors, Inc.Previously
Contact Kurt
(877) 703-9896Firm headquarters in New York, NY. Ask for Kurt. 200 State Street, 10th FloorBoston, MA 02109Office · Get directions
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Questions to ask Kurt
Tailored to Kurt’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kurt
How do I contact Kurt?
Call TD Private Client Wealth at (877) 703-9896 and ask for Kurt Schaefer. Kurt works from the Boston, MA office.
How long has Kurt been a financial advisor?
Kurt has been in the industry since 1990, about 37 years. Top 2% by experience at TD Private Client Wealth.
What licenses does Kurt hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Kurt a fiduciary?
Kurt is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kurt paid?
TD Private Client Wealth reports being paid by a percentage of the assets they manage. Ask Kurt for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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