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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2022-03-15 |
| FL | RA | APPROVED | 2022-03-03 |
| RI | RA | APPROVED | 2022-03-03 |
| CT | RA | APPROVED | 2022-03-02 |
| DE | RA | APPROVED | 2022-03-02 |
| ME | RA | APPROVED | 2022-03-02 |
| MD | RA | APPROVED | 2022-03-02 |
| NH | RA | APPROVED | 2022-03-02 |
| NY | RA | APPROVED | 2022-03-02 |
| NC | RA | APPROVED | 2022-03-02 |
| PA | RA | APPROVED | 2022-03-02 |
| SC | RA | APPROVED | 2022-03-02 |
| VT | RA | APPROVED | 2022-03-02 |
| VA | RA | APPROVED | 2022-03-02 |
| NJ | RA | APPROVED | 2022-02-09 |
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 |
|---|---|---|---|---|
| Citizens Securities, Inc | Philadelphia | PA | 02/2016 | 02/2018 |
| Citizens Bank | Philadelphia | PA | 02/2016 | 02/2018 |
| Wells Fargo Bank, Na | Medford | NJ | 02/2018 | 12/2021 |
| Wells Fargo Clearing Services, Llc | Medford | NJ | 02/2018 | 12/2021 |
| Td Bank N.A. | Mount Laurel | NJ | 01/2022 | 06/2023 |
| Td Private Client Wealth Llc | Marlton | NJ | 01/2022 | Present |
| Td Bank N.A. | Marlton | NJ | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-15 |
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