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Td Private Client Wealth LLC CRD 164484
$8.57B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-10-26 |
| PA | RA | APPROVED | 2023-01-03 |
| NJ | RA | APPROVED | 2022-06-08 |
| NY | RA | APPROVED | 2022-06-07 |
Branch Locations
454 Ridge Road, North Arlington, NJ 07031 • United States
1100 Lake Street 3Rd Floor, Ramsey, NJ 07446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York City | NY | 10/2012 | 09/2019 |
| Td Bank N.A. | Bayonne | NJ | 09/2019 | 05/2022 |
| Td Bank N.A. | Bayonne | NJ | 05/2022 | Present |
| Td Private Client Wealth Llc | Bayonne | NJ | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-12 |
| S65 | Uniform Investment Adviser Law Examination | 2022-06-07 |
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