ChooseAFinancialAdvisor.com
Advisors / Florida / Jacksonville
16yrs

Christopher Persandi

Financial advisor at TD Private Client Wealth

Christopher Persandi is a fiduciary financial advisor in Jacksonville, Florida, with 16 years in the industry. After seven years at Merrill, Christopher joined TD Private Client Wealth in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.

One of 2488 advisors with offices in Jacksonville, and one of 2407 fiduciaries.

Jacksonville, FL 32246Fiduciary advisor

At a glance

Experience16 years (since 2010)
How that compares ?More experience than 69% of advisors in Jacksonville
Office9715 Gate Parkway North, Jacksonville, FL 32246
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.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2023 – now
  2. 2013 – 2020
    MerrillPreviously

Questions to ask Christopher

Tailored to Christopher’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Christopher

How do I contact Christopher?

Call TD Private Client Wealth at (877) 703-9896 and ask for Christopher Persandi. Christopher works from the Jacksonville, FL office.

How long has Christopher been a financial advisor?

Christopher has been in the industry since 2010, about 16 years. More experience than 69% of advisors in Jacksonville.

What licenses does Christopher hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Christopher a fiduciary?

Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Christopher paid?

TD Private Client Wealth reports being paid by a percentage of the assets they manage. Ask Christopher 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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