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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 |
|---|---|---|---|
| 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 |
Branch Locations
8000 S Us #1, Port St. Lucie, FL 34952 • United States
3450 Clark Road, Sarasota, FL 34231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-06-16 |
| S65 | Uniform Investment Adviser Law Examination | 2021-06-14 |
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