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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2025-07-28 |
| DE | RA | APPROVED | 2025-02-19 |
| NY | RA | APPROVED | 2024-07-01 |
| FL | RA | APPROVED | 2024-02-08 |
| PA | RA | APPROVED | 2021-03-09 |
| NJ | RA | APPROVED | 2020-07-30 |
Branch Locations
46 County Road 520, Englishtown, NJ 07726 • United States
255 Nassau Street 1St Floor, Princeton, NJ 08540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank N.A. | Englishtown | NJ | 10/2015 | Present |
| Td Private Client Wealth Llc | Englishtown | NJ | 06/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-25 |
| S65 | Uniform Investment Adviser Law Examination | 2020-07-29 |
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