Best Investors Account Sign in

Igor D Avelar

Td Private Client Wealth LLC

Orleans, MA

Wellesley, MA

Claim This Profile
Current Employers
Td Private Client Wealth Llc

1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-08-12
NH RA APPROVED 2024-08-12
VT RA APPROVED 2024-05-14
NJ RA APPROVED 2022-07-29
FL RA APPROVED 2021-09-28
RI RA APPROVED 2021-03-29
MA RA APPROVED 2020-06-22
  • CT RA
    APPROVED
    Since 2024-08-12
  • NH RA
    APPROVED
    Since 2024-08-12
  • VT RA
    APPROVED
    Since 2024-05-14
  • NJ RA
    APPROVED
    Since 2022-07-29
  • FL RA
    APPROVED
    Since 2021-09-28
  • RI RA
    APPROVED
    Since 2021-03-29
  • MA RA
    APPROVED
    Since 2020-06-22

Branch Locations

40 Main Street, Orleans, MA 02653 • United States

999 Worcester Street, Wellesley, MA 02482 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Bank, N.A Hyannis MA 08/2016 06/2020
Td Private Client Wealth Llc Orleans MA 06/2020 Present
Td Bank N.A. Orleans MA 06/2020 Present
  • 08/2016 → 06/2020
    Td Bank, N.A
    Hyannis, MA
  • 06/2020 → Present
    Td Private Client Wealth Llc
    Orleans, MA
  • 06/2020 → Present
    Td Bank N.A.
    Orleans, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-07-01
S65 Uniform Investment Adviser Law Examination 2020-06-15
  • S63 Uniform Securities Agent State Law Examination
    2025-07-01
  • S65 Uniform Investment Adviser Law Examination
    2020-06-15

View on SEC IAPD

Other Firms

THE MONTGOMERY FINANCIAL GROUP, INC.
B. RILEY WEALTH ADVISORS, INC.
MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC.
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC INSTITUTIONS, INC.
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC

Other Investors

HERBERT ELWIN MONTGOMERY
Jonathan Tyler Ambrose
SUSAN LEMIEUX
DOUGLAS EDWARD SIVCO
THOMAS PATRICK MCINTYRE
EDWARD GERALD BENZ
JORDAN DOUGLAS TRAUB
Angelos Constantine

Other Offices

THE MONTGOMERY FINANCIAL GROUP, INC. · ORLEANS, MA
B. RILEY WEALTH ADVISORS, INC. · ORLEANS, MA
MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC. · ORLEANS, MA
MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC. · ORLEANS, MA
COMMONWEALTH FINANCIAL NETWORK · ORLEANS, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ORLEANS, MA
OSAIC INSTITUTIONS, INC. · ORLEANS, MA
OSAIC WEALTH, INC. · BREWSTER, MA

More in Orleans, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor