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Viral Patel

Td Private Client Wealth LLC

Princeton, NJ

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Current Employers
Td Private Client Wealth Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-11-26
NE RA APPROVED 2025-11-20
SC RA APPROVED 2025-11-20
VA RA APPROVED 2025-11-19
KY RA APPROVED 2025-11-18
MD RA APPROVED 2025-11-18
MI RA APPROVED 2025-11-18
MN RA APPROVED 2025-11-18
MT RA APPROVED 2025-11-18
NC RA APPROVED 2025-11-18
WI RA APPROVED 2025-11-18
AK RA APPROVED 2025-11-17
AR RA APPROVED 2025-11-17
CA RA APPROVED 2025-11-17
CT RA APPROVED 2025-11-17
DE RA APPROVED 2025-11-17
FL RA APPROVED 2025-11-17
GA RA APPROVED 2025-11-17
HI RA APPROVED 2025-11-17
ID RA APPROVED 2025-11-17
IL RA APPROVED 2025-11-17
IA RA APPROVED 2025-11-17
LA RA APPROVED 2025-11-17
MS RA APPROVED 2025-11-17
NH RA APPROVED 2025-11-17
NM RA APPROVED 2025-11-17
ND RA APPROVED 2025-11-17
OK RA APPROVED 2025-11-17
PA RA APPROVED 2025-11-17
RI RA APPROVED 2025-11-17
SD RA APPROVED 2025-11-17
UT RA APPROVED 2025-11-17
WV RA APPROVED 2025-11-17
WY RA APPROVED 2025-11-17
OH RA APPROVED 2025-11-16
OR RA APPROVED 2025-11-16
AL RA APPROVED 2025-11-14
CO RA APPROVED 2025-11-14
IN RA APPROVED 2025-11-14
KS RA APPROVED 2025-11-14
ME RA APPROVED 2025-11-14
MO RA APPROVED 2025-11-14
NV RA APPROVED 2025-11-14
NY RA APPROVED 2025-11-14
TX RA APPROVED 2025-11-14
VT RA APPROVED 2025-11-14
WA RA APPROVED 2025-11-14
NJ RA APPROVED 2025-11-10
  • AZ RA
    APPROVED
    Since 2025-11-26
  • NE RA
    APPROVED
    Since 2025-11-20
  • SC RA
    APPROVED
    Since 2025-11-20
  • VA RA
    APPROVED
    Since 2025-11-19
  • KY RA
    APPROVED
    Since 2025-11-18
  • MD RA
    APPROVED
    Since 2025-11-18
  • MI RA
    APPROVED
    Since 2025-11-18
  • MN RA
    APPROVED
    Since 2025-11-18
  • MT RA
    APPROVED
    Since 2025-11-18
  • NC RA
    APPROVED
    Since 2025-11-18
  • WI RA
    APPROVED
    Since 2025-11-18
  • AK RA
    APPROVED
    Since 2025-11-17
  • AR RA
    APPROVED
    Since 2025-11-17
  • CA RA
    APPROVED
    Since 2025-11-17
  • CT RA
    APPROVED
    Since 2025-11-17
  • DE RA
    APPROVED
    Since 2025-11-17
  • FL RA
    APPROVED
    Since 2025-11-17
  • GA RA
    APPROVED
    Since 2025-11-17
  • HI RA
    APPROVED
    Since 2025-11-17
  • ID RA
    APPROVED
    Since 2025-11-17
  • IL RA
    APPROVED
    Since 2025-11-17
  • IA RA
    APPROVED
    Since 2025-11-17
  • LA RA
    APPROVED
    Since 2025-11-17
  • MS RA
    APPROVED
    Since 2025-11-17
  • NH RA
    APPROVED
    Since 2025-11-17
  • NM RA
    APPROVED
    Since 2025-11-17
  • ND RA
    APPROVED
    Since 2025-11-17
  • OK RA
    APPROVED
    Since 2025-11-17
  • PA RA
    APPROVED
    Since 2025-11-17
  • RI RA
    APPROVED
    Since 2025-11-17
  • SD RA
    APPROVED
    Since 2025-11-17
  • UT RA
    APPROVED
    Since 2025-11-17
  • WV RA
    APPROVED
    Since 2025-11-17
  • WY RA
    APPROVED
    Since 2025-11-17
  • OH RA
    APPROVED
    Since 2025-11-16
  • OR RA
    APPROVED
    Since 2025-11-16
  • AL RA
    APPROVED
    Since 2025-11-14
  • CO RA
    APPROVED
    Since 2025-11-14
  • IN RA
    APPROVED
    Since 2025-11-14
  • KS RA
    APPROVED
    Since 2025-11-14
  • ME RA
    APPROVED
    Since 2025-11-14
  • MO RA
    APPROVED
    Since 2025-11-14
  • NV RA
    APPROVED
    Since 2025-11-14
  • NY RA
    APPROVED
    Since 2025-11-14
  • TX RA
    APPROVED
    Since 2025-11-14
  • VT RA
    APPROVED
    Since 2025-11-14
  • WA RA
    APPROVED
    Since 2025-11-14
  • NJ RA
    APPROVED
    Since 2025-11-10

Branch Locations

255 Nassau Street 1St Floor, Princeton, NJ 08540 • 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
OrganizationCityStateFromTo
Bank Of America, N.A. Pennington NJ 08/2012 08/2022
Morgan Stanley Florham Park NJ 09/2022 05/2025
Td Bank N.A. Princeton NJ 10/2025 Present
Unemployed Somerset NJ 05/2025 10/2025
Td Private Client Wealth Llc Princeton NJ 10/2025 Present
  • 08/2012 → 08/2022
    Bank Of America, N.A.
    Pennington, NJ
  • 09/2022 → 05/2025
    Morgan Stanley
    Florham Park, NJ
  • 10/2025 → Present
    Td Bank N.A.
    Princeton, NJ
  • 05/2025 → 10/2025
    Unemployed
    Somerset, NJ
  • 10/2025 → Present
    Td Private Client Wealth Llc
    Princeton, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-17
S63 Uniform Securities Agent State Law Examination 1998-03-27
  • S66 Uniform Combined State Law Examination
    2010-08-17
  • S63 Uniform Securities Agent State Law Examination
    1998-03-27
Other Names
  • Viral J Patel

View on SEC IAPD

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Other Offices

BLACKROCK INVESTMENT MANAGEMENT, LLC · PRINCETON, NJ
SONGBIRD CAPITAL, LLC · PRINCETON, NJ
J.P. MORGAN SECURITIES LLC · Princeton, NJ
SYSTEMATIC ALPHA INVESTMENTS, LLC · PRINCETON, NJ
PNC WEALTH MANAGEMENT LLC · PRINCETON, NJ
RBC CAPITAL MARKETS, LLC · Princeton, NJ
WATERMARK GROUP, INC. · PRINCETON, NJ
PRINCETON EQUITY GROUP · PRINCETON, NJ

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