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Rechard Jamal Alexander

Td Private Client Wealth LLC

Cambridge, MA

Wellesley, MA

CRD 7328724

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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
MA RA APPROVED 2026-02-19
  • MA RA
    APPROVED
    Since 2026-02-19

Branch Locations

617 Massachusetts Avenue, Cambridge, MA 02139 • United States

999 Worcester Street, Wellesley, MA 02482 • 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
Ubs Boston MA 01/2021 10/2021
Td Bank N.A. Boston MA 02/2018 12/2020
Briar Group Boston MA 09/2017 03/2019
Mlse Toronto 06/2010 10/2016
Tavern In The Square Boston MA 10/2016 09/2017
Goldman Sachs Boston MA 06/2022 04/2025
Unemployed Boston MA 10/2021 06/2022
Td Private Client Wealth Llc Boston MA 02/2026 Present
Parla Mystic Corporation Somerville MA 06/2024 Present
Td Bank N.A. Boston MA 02/2026 Present
  • 01/2021 → 10/2021
    Ubs
    Boston, MA
  • 02/2018 → 12/2020
    Td Bank N.A.
    Boston, MA
  • 09/2017 → 03/2019
    Briar Group
    Boston, MA
  • 06/2010 → 10/2016
    Mlse
    Toronto
  • 10/2016 → 09/2017
    Tavern In The Square
    Boston, MA
  • 06/2022 → 04/2025
    Goldman Sachs
    Boston, MA
  • 10/2021 → 06/2022
    Unemployed
    Boston, MA
  • 02/2026 → Present
    Boston, MA
  • 06/2024 → Present
    Parla Mystic Corporation
    Somerville, MA
  • 02/2026 → Present
    Td Bank N.A.
    Boston, MA
Previous Registrations
Other Businesses

Part-Time employee at Parla XXI, a restaurant. Organization operates out of Somerville, MA. Organization is not primarily engaged in investment-related activity. Start date: June 21, 2024. Duties include serving and seating customers at the restaurant.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-07
  • S66 Uniform Combined State Law Examination
    2021-10-07
Other Names
  • Re-Chard Alexander
  • Re-Chard Jamal Alexander
  • Rechard Alexander

View on SEC IAPD

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