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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-18 |
| DE | RA | APPROVED | 2025-02-19 |
| NY | RA | APPROVED | 2024-04-01 |
| FL | RA | APPROVED | 2024-02-08 |
| SC | RA | APPROVED | 2024-02-08 |
| PA | RA | APPROVED | 2021-03-10 |
| NJ | RA | APPROVED | 2020-09-01 |
Branch Locations
765 Route 18, East Brunswick, NJ 08816 • 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. | Piscataway | NJ | 12/2015 | Present |
| Td Private Client Wealth Llc | East Brunswick | NJ | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-20 |
| S65 | Uniform Investment Adviser Law Examination | 2020-08-28 |
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