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Zainab Bilgrami

Td Private Client Wealth LLC

Ocean City, NJ

Marlton, 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
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

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