William Reyes Heines

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

• 05/2026 → Present
  Td Bank N.A.
  Andover, MA
• 05/2026 → Present
  Td Private Client Wealth Llc
  Andover, MA
• 09/2015 → 04/2022
  Gwfs Equities, Inc.
  Andover, MA
• 04/2022 → 05/2026
  Cetera Advisors Llc
  St Cloud, MN
• 02/2022 → 05/2026
  Ccr Wealth Management
  Westborough, MA
• 03/2024 → 05/2026
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-03-21 → 2026-06-10
  Cetera Investment Advisers Llc
  Westborough, MA
• 2023-07-26 → 2024-03-21
  Cetera Advisors Llc
  Westborough, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-22
• S63 Uniform Securities Agent State Law Examination
  2015-10-30

Other Names

• Will Heines