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Susan E Kolan

Td Private Client Wealth LLC

Clinton, NJ

Bernardsville, NJ

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Current Employers
Td Private Client Wealth Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-03-25
FL RA APPROVED 2023-07-24
NY RA APPROVED 2023-07-21
PA RA APPROVED 2021-03-09
NJ RA APPROVED 2020-07-31
  • UT RA
    APPROVED
    Since 2025-03-25
  • FL RA
    APPROVED
    Since 2023-07-24
  • NY RA
    APPROVED
    Since 2023-07-21
  • PA RA
    APPROVED
    Since 2021-03-09
  • NJ RA
    APPROVED
    Since 2020-07-31

Branch Locations

1705 Route 31, Clinton, NJ 08809 • United States

70 Morristown Road, Bernardsville, NJ 07924 • 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. Phillipsburg NJ 05/2015 12/2019
Td Bank N.A. Clinton NJ 12/2019 Present
Td Private Client Wealth Llc Clinton NJ 06/2020 Present
  • 05/2015 → 12/2019
    Td Bank N.A.
    Phillipsburg, NJ
  • 12/2019 → Present
    Td Bank N.A.
    Clinton, NJ
  • 06/2020 → Present
    Td Private Client Wealth Llc
    Clinton, NJ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-09-23
S65 Uniform Investment Adviser Law Examination 2020-07-30
  • S63 Uniform Securities Agent State Law Examination
    2025-09-23
  • S65 Uniform Investment Adviser Law Examination
    2020-07-30

View on SEC IAPD

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