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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 |
|---|---|---|---|
| DE | RA | APPROVED | 2026-06-30 |
| CO | RA | APPROVED | 2026-02-24 |
| CA | RA | APPROVED | 2025-10-21 |
| ME | RA | APPROVED | 2025-06-30 |
| VA | RA | APPROVED | 2025-03-31 |
| VT | RA | APPROVED | 2024-09-23 |
| NC | RA | APPROVED | 2023-05-23 |
| NH | RA | APPROVED | 2022-04-18 |
| FL | RA | APPROVED | 2021-09-22 |
| MA | RA | APPROVED | 2021-01-04 |
| NJ | RA | APPROVED | 2020-08-07 |
Branch Locations
62 Nashua Road, Londonderry, NH 03053 • United States
1255 South Willow Street 2Nd Floor, Manchester, NH 03103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank N.A. | Londonderry | NH | 03/2020 | Present |
| Td Bank N.A. | Merrimack | NH | 10/2016 | 03/2020 |
| Td Bank N.A. | Manchester | NH | 05/2015 | 10/2016 |
| Td Private Client Wealth Llc | Londonderry | NH | 05/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-11 |
| S65 | Uniform Investment Adviser Law Examination | 2020-08-06 |
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