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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-03 |
| MA | RA | APPROVED | 2023-07-18 |
| NH | RA | APPROVED | 2023-03-06 |
| VT | RA | APPROVED | 2022-08-02 |
Branch Locations
143 N Main Street, Concord, NH 03301 • United States
1255 South Willow Street 2Nd Floor, Manchester, NH 03103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hobby Lobby | Rutland | VT | 05/2016 | 05/2017 |
| Td Bank N.A. | Rutland | VT | 07/2017 | 04/2021 |
| Td Bank N.A. | Rutland | VT | 04/2021 | 07/2021 |
| Td Bank N.A. | Rutland | VT | 04/2021 | 07/2021 |
| Td Bank N.A. | Rutland | VT | 09/2021 | 07/2022 |
| Td Private Client Wealth Llc | Concord | NH | 08/2022 | Present |
| Td Bank N.A. | Concord | NH | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-27 |
| S65 | Uniform Investment Adviser Law Examination | 2022-06-20 |
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