Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| VT | RA | APPROVED | 2026-08-05 |
| ME | RA | APPROVED | 2024-09-05 |
| CT | RA | APPROVED | 2023-05-09 |
| MA | RA | APPROVED | 2022-05-25 |
| NH | RA | APPROVED | 2022-02-08 |
Branch Locations
16 Fresh River Road, Epping, NH 03042 • United States
1255 South Willow Street 2Nd Floor, Manchester, NH 03103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 12/2007 | 08/2017 |
| Td Bank N.A. | Nashua | NH | 08/2017 | 01/2022 |
| Td Bank N.A. | Manchester | NH | 01/2022 | Present |
| Td Private Client Wealth Llc | Manchester | NH | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-15 |
| S65 | Uniform Investment Adviser Law Examination | 2022-02-08 |
| S66 | Uniform Combined State Law Examination | 2009-12-30 |
Reach out to this advisor