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Devin Andrew Dmitrzak

Td Private Client Wealth LLC

Piscataway, NJ

Princeton, NJ

CRD 7269892

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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
DE RA APPROVED 2025-02-19
SC RA APPROVED 2024-04-02
NY RA APPROVED 2023-09-25
FL RA APPROVED 2023-07-05
NC RA APPROVED 2022-09-13
PA RA APPROVED 2021-03-09
NJ RA APPROVED 2020-08-10
  • DE RA
    APPROVED
    Since 2025-02-19
  • SC RA
    APPROVED
    Since 2024-04-02
  • NY RA
    APPROVED
    Since 2023-09-25
  • FL RA
    APPROVED
    Since 2023-07-05
  • NC RA
    APPROVED
    Since 2022-09-13
  • PA RA
    APPROVED
    Since 2021-03-09
  • NJ RA
    APPROVED
    Since 2020-08-10

Branch Locations

1060-1068 Stelton Road, Piscataway, NJ 08854 • United States

255 Nassau Street 1St Floor, Princeton, NJ 08540 • 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. Woodbridge NJ 04/2015 09/2017
Td Bank N.A. Woodbridge NJ 09/2017 04/2018
Td Bank N.A. Woodbridge NJ 04/2018 03/2019
Td Bank N.A. Woodbridge NJ 03/2019 12/2019
Td Bank N.A. Bridgewater NJ 12/2019 Present
Td Private Client Wealth Llc Bridgewater NJ 06/2020 Present
  • 04/2015 → 09/2017
    Td Bank N.A.
    Woodbridge, NJ
  • 09/2017 → 04/2018
    Td Bank N.A.
    Woodbridge, NJ
  • 04/2018 → 03/2019
    Td Bank N.A.
    Woodbridge, NJ
  • 03/2019 → 12/2019
    Td Bank N.A.
    Woodbridge, NJ
  • 12/2019 → Present
    Td Bank N.A.
    Bridgewater, NJ
  • 06/2020 → Present
    Bridgewater, NJ
Other Businesses

the name of the other business; Personal Collectible Hobby(Buy/Sell) whether the business is investment-related; NOT investment related the address of the other business; 190 Plainfield Ave Edison NJ 08817(Home Address) the nature of the other business; Buying and selling collectible items on the weekend. your position; owner title, or relationship with the other business; Self the start date of your relationship; May 2023 the approximate number of hours/month you devote to the other business; 4 hours each weekend the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Occasionally buy items off Facebook, in stores, or flea markets. Keep items for my own personally hobby of collecting and sell some items when i have the time on weekends. Items i sell are strictly part of my hobby(toys, lego, collectibles) I conduct this buying and selling on weekends(in which i am off of work and outside business and trading hours). I do not conduct this activity as a source of income needed for living, this is a hobby that sometimes generates income(sometimes a loss). This activity typically takes 1-4 hours of my time on a weekend (Saturday/Sunday) and includes buying, packaging, and dropping an item off at the post office. Selling is not consistent.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-07-29
S65 Uniform Investment Adviser Law Examination 2020-08-08
  • S63 Uniform Securities Agent State Law Examination
    2025-07-29
  • S65 Uniform Investment Adviser Law Examination
    2020-08-08
Other Names
  • Devin A Dmitrzak

View on SEC IAPD

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