Amy Baird

Employer firm

Td Private Client Wealth LLC CRD 164484

$8.57B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → 07/2025
  Lpl Financial Llc
  Fort Mill, SC
• 12/2025 → Present
  Td Bank N.A.
  Exton, PA
• 12/2025 → Present
  Td Private Client Wealth Llc
  Exton, PA
• 08/2025 → 11/2025
  Unemployed
  West Chester, PA

Previous Registrations

• 2014-05-23 → 2025-07-03
  Lpl Financial Llc
  West Chester, PA
  West Chester, PA
  Fort Mill, SC
• 2012-12-03 → 2014-05-05
  1St Global Advisors Inc
  Dallas, TX
• 2009-10-23 → 2010-12-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
  Tyler, TX
  Mckinney, TX
  Dallas, TX
  Frisco, TX
  Dallas, TX
• 2007-10-09 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Addison, TX
  Dallas, TX
• 2007-03-20 → 2007-09-27
  Avantax Advisory Services
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-01-19
• S63 Uniform Securities Agent State Law Examination
  2001-02-16

Other Names

• Amy Sara Baird