Justin Delaney

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

• 04/2012 → 02/2017
  Infinex Investments, Inc.
  Winchester, MA
• 04/2012 → 02/2017
  Winchester Savings Bank
  Winchester, MA
• 02/2017 → 10/2019
  Citizens Securities, Inc
  Watertown, MA
• 01/2017 → 10/2019
  Citizens Bank
  Watertown, MA
• 10/2019 → 01/2020
  Unemployed
  Tewksbury, MA
• 01/2020 → 04/2021
  Td Bank N.A.
  Middleton, MA
• 04/2021 → Present
  Td Bank N.A.
  Melrose, MA
• 04/2021 → Present
  Td Private Client Wealth Llc
  Melrose, MA

Previous Registrations

• 2017-02-03 → 2019-11-26
  Citizens Securities, Inc.
  Watertown, MA
  Dedham, MA
  Hudson, MA
  Arlington, MA
  Burlington, MA
• 2015-03-24 → 2017-02-01
  Osaic Institutions, Inc.
  Meriden, CT
  Winchester, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-03-13
• S63 Uniform Securities Agent State Law Examination
  2014-11-11

Other Names

• Justin Michael Delaney
• Justin Michael Delaney
• Justin Michael Delaney