Advisor Testimonials

Hear what advisors are saying about working with TD Ameritrade Institutional.

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"I can't speak well enough of our relationship."

"A firm that no one has to question the financial viability for."

"Having the relationship with TD Ameritrade has given us a level of credibility."

"Our relationship with TD Ameritrade Institutional has been a big help to our back office."

"The best custodian that we work with."

"There is a different feeling here than you'll find at other custodians, in terms of the relationship aspect of the business."

Jeffrey McCallum
Valley Forge Asset Management
$2.44 Billion AUM, client since 1999

Jeff Powell
Polaris Equity Management
$198 Million AUM, client since 2004

Ken Sleeper
Sierra Investment Management Inc.
$721 Million AUM, client since 2008

Stephanie Rossi
JFS Wealth Advisors
$748 Million AUM, client since 2003

Tom Jones
Gamble Jones
$1.05 Billion AUM, client since 2005

Christopher Van Slyke
Trovena, LLC
$375 Million AUM, client since 2002


Advisors have not received remuneration for participation in providing these testimonials. Advisor testimonials may not represent the experience of all advisors using TD Ameritrade brokerage services. The advisors mentioned are not affiliated with TD Ameritrade Institutional. More information about the advisors is available on the SEC website (www.sec.gov). TD Ameritrade is not responsible for services or policies of any third party. TD Ameritrade does not recommend or endorse any advisor that utilizes its brokerage or custodial services.
TD Ameritrade does not monitor, and is not responsible for, communications between advisors and their clients.