Andrew Brian Mischel

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2021 → 12/2025
  Citi Private Bank
  New York, NY
• 04/1999 → 05/2021
  Ubs Ag - Private Bank
  New York, NY
• 03/2026 → 04/2026
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 03/2026 → 04/2026
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 07/2026 → Present
  Td Bank N.A.
  Ramsey, NJ
• 07/2026 → Present
  Td Private Client Wealth Llc
  Ramsey, NJ

Previous Registrations

• 2026-03-19 → 2026-06-12
  Cambridge Investment Research Advisors, Inc.
  Marietta, GA
  Short Hills, NJ
• 2021-10-09 → 2026-01-07
  Citigroup Global Markets Inc.
  New York, NY
  Tampa, FL
  Los Angeles, CA
  Short Hills, NJ

Exams

• S66 Uniform Combined State Law Examination
  2021-10-08

Other Names

• Andrew Brian Miscel