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Zainab Bilgrami

Td Private Client Wealth LLC

Ocean City, NJ

Marlton, NJ

CRD 7269883

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Employer firm

Td Private Client Wealth LLC CRD 164484

$8.57B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Td Private Client Wealth Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-02-04
NY RA APPROVED 2024-12-17
FL RA APPROVED 2024-07-29
PA RA APPROVED 2021-03-09
NJ RA APPROVED 2020-11-24
  • TX RA
    APPROVED_RES
    Since 2026-02-04
  • NY RA
    APPROVED
    Since 2024-12-17
  • FL RA
    APPROVED
    Since 2024-07-29
  • PA RA
    APPROVED
    Since 2021-03-09
  • NJ RA
    APPROVED
    Since 2020-11-24

Branch Locations

101 East Ninth Street, Ocean City, NJ 08226 • United States

336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • 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 Egg Harbor Township NJ 02/2005 09/2017
Td Wealth N.A. Ocean City NJ 10/2017 Present
Td Private Client Wealth Llc Cherry Hill NJ 06/2020 Present
  • 02/2005 → 09/2017
    Td Bank
    Egg Harbor Township, NJ
  • 10/2017 → Present
    Td Wealth N.A.
    Ocean City, NJ
  • 06/2020 → Present
    Td Private Client Wealth Llc
    Cherry Hill, NJ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-01-30
S65 Uniform Investment Adviser Law Examination 2020-11-23
  • S63 Uniform Securities Agent State Law Examination
    2026-01-30
  • S65 Uniform Investment Adviser Law Examination
    2020-11-23
Other Names
  • Zainab Ali

View on SEC IAPD

Nearby Firms

EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.

Nearby Investors

Nathan Taylor Petrinec
Robert Madara
LORI LYNN GALLELLI

Nearby Offices

EDWARD JONES · OCEAN CITY, NJ
WELLS FARGO CLEARING SERVICES, LLC · OCEAN CITY, NJ
OSAIC WEALTH, INC. · OCEAN CITY, NJ

More in Ocean City, NJ

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