Compound Planning
29yrs
Top advisor by experience in Jackson Heights
9yrs
Mante Osei
Financial advisor at TD Private Client Wealth
At a glance
Experience9 years (since 2017)
How that compares ?More experience than 52% of advisors at TD Private Client Wealth
Office73-14 37th Avenue, Jackson Heights, NY 11372
How the firm is paid ?Percent of assets
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.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- Jun 2026 – nowTD Private Client Wealth LLCCurrent firm
- 2022 – 2026Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
- Jun 2021 – May 2022Wells Fargo Clearing Services, LLCPreviously
Questions to ask Mante
Tailored to Mante’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mante
How do I contact Mante?
Call TD Private Client Wealth at 877-703-9896 and ask for Mante Osei. Mante works from the Jackson Heights, NY office.
How long has Mante been a financial advisor?
Mante has been in the industry since 2017, about 9 years. More experience than 52% of advisors at TD Private Client Wealth.
What licenses does Mante hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Mante a fiduciary?
Mante is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mante paid?
TD Private Client Wealth reports being paid by a percentage of the assets they manage. Ask Mante for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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