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Theodore Sarantos

Td Private Client Wealth LLC

Port St. Lucie, FL

Sarasota, FL

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Current Employers
Td Private Client Wealth Llc

1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-27
RI RA APPROVED 2025-03-21
MI RA APPROVED 2024-09-26
NJ RA APPROVED 2024-09-25
OH RA APPROVED 2024-09-25
NY RA APPROVED 2024-09-24
FL RA APPROVED 2021-06-15
  • MA RA
    APPROVED
    Since 2025-03-27
  • RI RA
    APPROVED
    Since 2025-03-21
  • MI RA
    APPROVED
    Since 2024-09-26
  • NJ RA
    APPROVED
    Since 2024-09-25
  • OH RA
    APPROVED
    Since 2024-09-25
  • NY RA
    APPROVED
    Since 2024-09-24
  • FL RA
    APPROVED
    Since 2021-06-15

Branch Locations

8000 S Us #1, Port St. Lucie, FL 34952 • 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. Port St Lucie FL 10/2016 05/2021
Td Bank N.A. Port St Lucie FL 05/2021 Present
Td Private Client Wealth Llc Port St Lucie FL 05/2021 Present
  • 10/2016 → 05/2021
    Td Bank N.A.
    Port St Lucie, FL
  • 05/2021 → Present
    Td Bank N.A.
    Port St Lucie, FL
  • 05/2021 → Present
    Td Private Client Wealth Llc
    Port St Lucie, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-06-16
S65 Uniform Investment Adviser Law Examination 2021-06-14
  • S63 Uniform Securities Agent State Law Examination
    2025-06-16
  • S65 Uniform Investment Adviser Law Examination
    2021-06-14

View on SEC IAPD

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Other Offices

RED ARTS CAPITAL MANAGEMENT, LLC · CHICAGO, IL
DEARBORN PARTNERS L.L.C. · CHICAGO, IL
CAPRI EGM, LLC · CHICAGO, IL
PREP INVESTMENT ADVISERS, L.L.C. · CHICAGO, IL
PEAKLINE PARTNERS, LLC · CHICAGO, IL
HIGHTOWER ADVISORS, LLC · CHICAGO, IL
MADISON AVENUE SOLUTIONS, LLC · CHICAGO, IL
NORTH SQUARE INVESTMENTS, LLC · CHICAGO, IL

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