• Scott Snider

Ep 5: Dude Where's My Money... Schwab-TD Ameritrade Merger Insights


Is your money invested with TD Ameritrade or Charles Schwab? Are you an advisor with assets at either firm? If so, what does the merger mean? In this episode, Scott and Ian dive into the good and the bad as it relates to Schwab's acquisition of TD Ameritrade. This mega-deal is of interest to both clients and advisors alike.




Off the cuff personal finance discussions with Ian and Scott. Tune in to learn about the potential benefits and tradeoffs of the merger between Charles Schwab and TD Ameritrade.


Get in Touch with Ian & Scott


Tagged: #TDAmeritrade #Schwab #AssetManagement #Investments #Money #Custodian #Merger





Call

(904) 580 - 4698

JPiconWHTtransp.png

Site design & development by JP DESIGN

MELLEN MONEY MANAGEMENT • 1102 A1A N, SUITE 206 • PONTE VEDRA BEACH, FL, 32082

              Mellen Money Management. All Rights Reserved.

Privacy Policy   |   Terms of Use   |   Disclosure Brochure

©