Summer Matthews

Employer firm

Td Private Client Wealth LLC CRD 164484

$8.57B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → 10/2024
  Pnc Bank
  Acreage, FL
• 09/2013 → 10/2024
  Pnc Investments Llc
  Pittsburgh, PA
• 10/2024 → 07/2025
  Raymond James Financial Services, Inc.
  Wellington, FL
• 10/2024 → 07/2025
  Boynton Financial Group, Inc.
  Wellington, FL
• 03/2025 → 07/2025
  Raymond James Financial Services Advisors, Inc.
  Wellington, FL
• 08/2025 → Present
  Td Bank N.A.
  West Palm Beach, FL
• 08/2025 → Present
  Td Private Client Wealth Llc
  West Palm Beach, FL

Previous Registrations

• 2025-03-27 → 2025-07-14
  Raymond James Financial Services Advisors, Inc
  Wellington, FL
• 2013-10-10 → 2017-05-04
  Pnc Wealth Management Llc
  Loxahatchee, FL
  Wellington, FL
• 2011-09-19 → 2013-02-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palm Beach, FL
  Chapel Hill, NC

Exams

• S66 Uniform Combined State Law Examination
  2025-02-26

Other Names

• Summer Curtiss
• Summer H Curtiss
• Summer H Matthews
• Summer H Curtiss Matthews
• Summer Curtiss Matthews
• Summer Holli Curtiss
• Summer C Matthews
• Summer Curtiss Matthews