MML Investors Services
43yrs
Top advisor by experience in North Providence
1yr
Samara Wald
Financial advisor at TD Private Client Wealth
Samara Wald has worked in the financial industry for 1 year and is a fiduciary financial advisor based in North Providence, Rhode Island. After less than a year at Cetera Investment Advisers, Samara joined TD Private Client Wealth in 2025, a firm offering financial planning, investment management, and retirement plan consulting. TD Private Client Wealth reports being paid through a percentage of assets.
One of 19 advisors with offices in North Providence, and one of 18 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office1923 Mineral Spring Ave, North Providence, RI 02904
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 66Uniform Combined State Law Examination
Career
- Nov 2025 – nowTD Private Client Wealth LLCCurrent firm
- Jun 2025 – Aug 2025Cetera Investment Advisers LLCPreviously
Contact Samara
1923 Mineral Spring AveNorth Providence, RI 02904Office · Get directions Firm main line(877) 703-9896Headquarters: TD Private Client Wealth · New York, NY
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Questions to ask Samara
Tailored to Samara’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Samara
How do I contact Samara?
Call TD Private Client Wealth at (877) 703-9896 and ask for Samara Wald. Samara works from the North Providence, RI office.
How long has Samara been a financial advisor?
Samara has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Samara hold?
Series 66. Tap any license on this page to see what it allows.
Is Samara a fiduciary?
Samara is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Samara paid?
TD Private Client Wealth reports being paid by a percentage of the assets they manage. Ask Samara 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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