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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 |
|---|---|---|---|
| WY | RA | APPROVED | 2026-06-25 |
| FL | RA | APPROVED | 2025-09-25 |
| MI | RA | APPROVED | 2025-06-12 |
| CO | RA | APPROVED | 2025-06-06 |
| GA | RA | APPROVED | 2025-02-26 |
| ME | RA | APPROVED | 2025-02-21 |
| NJ | RA | APPROVED | 2025-02-20 |
| NY | RA | APPROVED | 2025-02-20 |
| TX | RA | APPROVED_RES | 2025-02-20 |
| MA | RA | APPROVED | 2024-11-29 |
| NC | RA | APPROVED | 2021-06-15 |
| SC | RA | APPROVED | 2020-09-11 |
Branch Locations
200 Carolina Point Parkway 4Th Floor, Greenville, SC 29607 • United States
2918 N Main Street, Anderson, SC 29621 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank N.A. | Greer | SC | 04/2014 | 07/2020 |
| Td Bank N.A. | Anderson | SC | 07/2020 | Present |
| Td Private Client Wealth Llc | Anderson | SC | 08/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-08 |
| S65 | Uniform Investment Adviser Law Examination | 2020-09-11 |
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