Margaret Monica Czyz

Td Private Client Wealth LLC

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Current Employers

Td Private Client Wealth Llc

1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-01-28
VT	RA	APPROVED	2026-01-28
CT	RA	APPROVED	2023-03-16

NJ RA
APPROVED

Since 2026-01-28
VT RA
APPROVED

Since 2026-01-28
CT RA
APPROVED

Since 2023-03-16

Branch Locations

203 Trumbull Street, Hartford, CT 06103 • United States

Unionville, CT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Td Ameritrade	West Hartford	CT	05/2012	02/2021
Td Bank N.A.	Hartford	CT	03/2023	Present
Td Private Client Wealth Llc	Hartford	CT	03/2023	Present
Unemployed	Unionville	CT	01/2021	03/2023

05/2012 → 02/2021

Td Ameritrade

West Hartford, CT
03/2023 → Present

Td Bank N.A.

Hartford, CT
03/2023 → Present

Td Private Client Wealth Llc

Hartford, CT
01/2021 → 03/2023

Unemployed

Unionville, CT

Previous Registrations

2012-05-31 → 2021-01-11

Td Ameritrade, Inc.

West Hartford, CT
2012-05-31 → 2020-12-31

Td Ameritrade Investment Management, Llc

West Hartford, CT
2008-09-09 → 2011-07-29

Global Portfolio Strategies, Inc.

Hartford, CT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-04-04
S63	Uniform Securities Agent State Law Examination	2003-09-22

S66 Uniform Combined State Law Examination

2005-04-04
S63 Uniform Securities Agent State Law Examination

2003-09-22

Other Names

Margaret M Depa
Margaret M. Depa
Margaret Monica Czyz
Margaret M. Czyz
Margaret Czyz

View on SEC IAPD

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