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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-20 |
| CO | RA | APPROVED | 2025-03-07 |
| FL | RA | APPROVED | 2025-02-05 |
| NV | RA | APPROVED | 2025-01-02 |
| NJ | RA | APPROVED | 2025-01-02 |
| SC | RA | APPROVED | 2025-01-02 |
| NC | RA | APPROVED | 2024-02-29 |
| TX | RA | APPROVED_RES | 2023-11-09 |
| OH | RA | APPROVED | 2021-11-16 |
| PA | RA | APPROVED | 2020-06-22 |
Branch Locations
100 Iron Lake Blvd, Exton, PA 19341 • United States
2040 East Lincoln Hwy, Langhorne, PA 19047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank | Bensalem | PA | 08/2012 | 01/2020 |
| Td Private Client Wealth Llc | Langhorne | PA | 06/2020 | Present |
| Td Bank N.A. | Langhorne | PA | 01/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-29 |
| S65 | Uniform Investment Adviser Law Examination | 2020-06-22 |
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