Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
10yrs
Robert Pelland
Financial advisor at TD Private Client Wealth
Based in Boston, Massachusetts, Robert Pelland is a fiduciary financial advisor with 10 years of industry experience. Robert joined TD Private Client Wealth in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Experience10 years (since 2017)
How that compares ?More experience than 54% of advisors 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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2026 – nowTD Private Client Wealth LLCCurrent firm
Questions to ask Robert
Tailored to Robert’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 Robert
How do I contact Robert?
Call TD Private Client Wealth at (877) 703-9896 and ask for Robert Pelland. Robert works from the Boston, MA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2017, about 10 years. More experience than 54% of advisors at TD Private Client Wealth.
What licenses does Robert hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
TD Private Client Wealth reports being paid by a percentage of the assets they manage. Ask Robert 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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