Todd Silaika

Todd is a native of Schenectady, New York, and has been in the financial services industry since 1996. He joined Merrill Lynch in 2006. He was a summa cum laude graduate of the State University of New York at Albany, where he earned his bachelor's degree in business administration, with a concentration in Finance. Todd holds the CERTIFIED FINANCIAL PLANNER? certification, awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Certified Private Wealth Advisor® (CPWA®) designation awarded by the Investments & Wealth Institute? (The Institute). Todd also earned the CAIA® designation. Todd is a qualified portfolio manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a portfolio manager may manage his strategies on a discretionary basis.
He and his wife, Beth, live in Clifton Park with their six children, and both are actively involved with their community.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER? in the U.S.
CPWA® is a registered service mark of the Investment Management Consultants Association dba Investments & Wealth Institute.
CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association.

ARGTD6G3, 8/22/2019 Read Less