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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-25 |
| CA | RA | APPROVED | 2025-03-05 |
| CT | RA | APPROVED | 2025-03-05 |
| MT | RA | APPROVED | 2023-06-16 |
| IA | RA | APPROVED | 2023-05-09 |
| OH | RA | APPROVED | 2022-07-15 |
| DE | RA | APPROVED | 2021-12-14 |
| NY | RA | APPROVED | 2021-08-23 |
| SC | RA | APPROVED | 2019-08-09 |
| WI | RA | APPROVED | 2019-08-07 |
| RI | RA | APPROVED | 2018-12-14 |
| FL | RA | APPROVED | 2018-12-11 |
| NC | RA | APPROVED | 2018-04-05 |
| NJ | RA | APPROVED | 2017-02-02 |
Branch Locations
336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tdameritrade, Inc | Shrewsbury | NJ | 03/2013 | 01/2017 |
| Td Bank, N.A. | Marlton | NJ | 01/2017 | Present |
| Td Private Client Wealth Llc | Marlton | NJ | 01/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-20 |
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