Douglas Gorecki

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

• 09/2019 → 12/2019
  Passaic Community Pharmacy
  Passaic, NJ
• 03/2019 → 09/2019
  Unemployed
  Levittown, PA
• 02/2016 → 02/2019
  Worldwide Window Fashions
  Philadelphia, PA
• 10/2011 → 11/2016
  Tactical Gear Stop
  Joint Base Mdl Trenton, NJ
• 01/2020 → 02/2023
  David Lerner Associates
  Lawrenceville, NJ
• 02/2023 → 04/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Princeton, NJ
• 03/2023 → 04/2024
  Bank Of America, N.A.
  Princeton, NJ
• 04/2024 → 07/2024
  Pruco Securities, Llc
  Warrington, PA
• 04/2024 → 07/2024
  The Prudential Insurance Company Of Ameirca
  Warrington, PA
• 07/2024 → Present
  Td Private Client Wealth Llc
  Williamstown, NJ
• 07/2024 → Present
  Td Bank N.A.
  Williamstown, NJ

Previous Registrations

• 2024-04-17 → 2024-07-12
  Pruco Securities, Llc.
  Warrington, PA
• 2023-03-28 → 2024-04-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Princeton, NJ
• 2023-01-04 → 2023-02-28
  Spirit Of America Management Corp
  Syosset, NY

Other Businesses

Executor of mothers will. Non-investment related. Monroe, NJ. Executor when my mother passes to her will. Start date 6/1/2024. 1 hour and 0 during trading a month if needed. Power of attorney of mother. Non-investment related. Monroe, NJ. Power of Attorney only if needed. Start date of 6/1/2022. 1 hour and 0 during trading a month if needed.

Exams

• S66 Uniform Combined State Law Examination
  2022-12-30
• S63 Uniform Securities Agent State Law Examination
  2020-08-24

Other Names

• Douglas Richard Gorecki