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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2026-02-04 |
| GA | RA | APPROVED | 2025-07-01 |
| MA | RA | APPROVED | 2023-02-07 |
| FL | RA | APPROVED | 2023-01-31 |
| CT | RA | APPROVED | 2023-01-30 |
| DE | RA | APPROVED | 2023-01-30 |
| ME | RA | APPROVED | 2023-01-30 |
| MD | RA | APPROVED | 2023-01-30 |
| NH | RA | APPROVED | 2023-01-30 |
| NJ | RA | APPROVED | 2023-01-30 |
| NY | RA | APPROVED | 2023-01-30 |
| NC | RA | APPROVED | 2023-01-30 |
| PA | RA | APPROVED | 2023-01-30 |
| RI | RA | APPROVED | 2023-01-30 |
| VT | RA | APPROVED | 2023-01-30 |
| VA | RA | APPROVED | 2023-01-30 |
| SC | RA | APPROVED | 2023-01-12 |
Branch Locations
6514-B State Park Road, Travelers Rest, SC 29690 • United States
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 |
|---|---|---|---|---|
| Equitable Advisors | New York | NY | 07/2020 | 08/2022 |
| Hilton Displays | Greenville | SC | 03/2018 | 05/2020 |
| Clemson Intramurals | Clemson | SC | 08/2014 | 12/2017 |
| Mosquito Joe | Pineville | NC | 06/2016 | 07/2017 |
| Clemson University | Clemson | SC | 08/2014 | 12/2017 |
| Td Bank N.A. | Greenville | SC | 08/2022 | 11/2022 |
| Td Private Client Wealth Llc | Greenville | SC | 08/2022 | 11/2022 |
| Td Bank N.A. | Greenville | SC | 01/2023 | Present |
| Td Private Client Wealth Llc | Greenville | SC | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-21 |
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