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Valere Atatala Mukubu

Td Private Client Wealth LLC

Hallandale Beach, FL

Sarasota, FL

CRD 7351756

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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 2026-01-07
CT RA APPROVED 2025-07-09
ME RA APPROVED 2025-07-09
NJ RA APPROVED 2022-06-06
NY RA APPROVED 2022-06-03
PA RA APPROVED 2022-06-03
FL RA APPROVED 2021-07-20
  • MA RA
    APPROVED
    Since 2026-01-07
  • CT RA
    APPROVED
    Since 2025-07-09
  • ME RA
    APPROVED
    Since 2025-07-09
  • NJ RA
    APPROVED
    Since 2022-06-06
  • NY RA
    APPROVED
    Since 2022-06-03
  • PA RA
    APPROVED
    Since 2022-06-03
  • FL RA
    APPROVED
    Since 2021-07-20

Branch Locations

1626 E. Hallandale Beach Blvd, Hallandale Beach, FL 33009 • United States

3450 Clark Road, Sarasota, FL 34231 • 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. Hallandale FL 02/2017 Present
Amazon Hollywood FL 06/2020 09/2020
None Hollywood FL 08/2016 02/2017
Td Private Client Wealth Llc Hallandale FL 03/2021 Present
  • 02/2017 → Present
    Td Bank N.A.
    Hallandale, FL
  • 06/2020 → 09/2020
    Amazon
    Hollywood, FL
  • 08/2016 → 02/2017
    None
    Hollywood, FL
  • 03/2021 → Present
    Td Private Client Wealth Llc
    Hallandale, FL
Other Businesses

VamXpress LLC Proprietor. Non investment-related. 2010 N 48th ave Hollywood FL 33021. I spend 0 Hr per week on the business. I have not been active

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-08-14
S65 Uniform Investment Adviser Law Examination 2021-07-19
  • S63 Uniform Securities Agent State Law Examination
    2025-08-14
  • S65 Uniform Investment Adviser Law Examination
    2021-07-19
Other Names
  • Valere Mukubu

View on SEC IAPD

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