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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 | 2022-06-20 |
Branch Locations
200 Carolina Point Parkway 4Th Floor, Greenville, SC 29607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cracker Barrel | Greenville | SC | 05/2014 | 05/2017 |
| Waddell & Reed Inc | Greenville | SC | 05/2015 | 01/2017 |
| Wells Fargo Bank Na | Taylors | SC | 03/2017 | 01/2021 |
| Wells Fargo Clearing Services, Llc. | Taylors | SC | 03/2017 | 01/2021 |
| Waddell And Reed | Greenville | SC | 03/2016 | 01/2017 |
| Jp Morgan Chase Bank | Greenville | SC | 01/2021 | 06/2022 |
| Jp Morgan Securities Llc | Greenville | SC | 01/2021 | 06/2022 |
| Td Private Client Wealth Llc | Greenville | SC | 06/2022 | Present |
| Td Bank N.A. | Greenville | SC | 06/2022 | 01/2024 |
| Td Bank N.A. | Greenville | SC | 01/2024 | 11/2025 |
| Td Bank N.A. | Greenville | SC | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-20 |
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