Todd Silaika
Managing Director, Wealth Management Advisor
- Role
- Wealth Management Advisor, Managing Director at Merrill Lynch
- Location
- Clifton Park, NY, US
- LinkedIn followers
- 500 followers
About Todd Silaika
I work towards building worry free retirement plans for my clients. When not working, I…
Experience
Wealth Management Advisor, Managing Director
Jul 2006 — Present
As a Wealth Management Advisor, I help to build retirement strategies for my clients. My Merrill Lynch Wealth Management team focuses on in Alternative Investments, and risk control for our portfolios.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute\'s initial and ongoing credentialing requirements for wealth advisors.*CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association.*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment\'s investment objectives will be achieved.
Skills
- Estate Planning
- Wealth Management
- Securities
- Finance
- Strategic Financial Planning
- Investments
- Portfolio Management
- Series 63
- Investment Management
- Fixed Income
- Financial Planning
- Retirement Planning
- Mutual Funds
- Series 7
- Asset Allocation
- Investment Strategies
- Management
- Equities
- Alternative Investments
- Asset Management
- Financial Analysis
- Financial Services
- Investment Advisory
- Financial Advisory
- Hedge Funds
- Retirement
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