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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2025-09-15 |
| MD | RA | APPROVED | 2025-01-27 |
| PA | RA | APPROVED | 2024-03-22 |
| CT | RA | APPROVED | 2023-05-19 |
| FL | RA | APPROVED | 2023-05-19 |
| NY | RA | APPROVED | 2023-05-18 |
| NJ | RA | APPROVED | 2022-12-08 |
Branch Locations
1100 Lake Street 3Rd Floor, Ramsey, NJ 07446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank, N.A. | Ramsey | NJ | 11/2014 | 01/2020 |
| Td Private Client Wealth Llc | Ramsey | NJ | 11/2014 | 01/2020 |
| Wells Fargo Clearing Services | Summit | NJ | 01/2020 | 10/2021 |
| Wells Fargo Bank | Summit | NJ | 01/2020 | 10/2021 |
| Td Bank N.A. | Ramsey | NJ | 12/2022 | Present |
| Td Private Client Wealth Llc | Ramsey | NJ | 12/2022 | Present |
| Wilmington Trust, Na | Paramus | NJ | 12/2021 | 11/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-09 |
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