Joel Reichard

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

Authority	Category	Status	Date
AZ	RA	APPROVED	2024-09-11
HI	RA	APPROVED	2024-08-29
IL	RA	APPROVED	2024-08-29
IA	RA	APPROVED	2024-08-23
MI	RA	APPROVED	2024-08-23
AR	RA	APPROVED	2024-08-22
MO	RA	APPROVED	2024-08-22
UT	RA	APPROVED	2024-08-22
WI	RA	APPROVED	2024-08-22
CA	RA	APPROVED	2024-08-21
CO	RA	APPROVED	2024-08-21
IN	RA	APPROVED	2024-08-21
MN	RA	APPROVED	2024-08-21
MT	RA	APPROVED	2024-08-21
NV	RA	APPROVED	2024-08-21
OH	RA	APPROVED	2024-08-21
OK	RA	APPROVED	2024-08-21
TX	RA	APPROVED_RES	2024-08-21
WA	RA	APPROVED	2024-08-21
DC	RA	APPROVED	2023-10-23
MA	RA	APPROVED	2021-11-10
FL	RA	APPROVED	2021-11-04
GA	RA	APPROVED	2021-11-04
CT	RA	APPROVED	2021-11-03
DE	RA	APPROVED	2021-11-03
ME	RA	APPROVED	2021-11-03
MD	RA	APPROVED	2021-11-03
NH	RA	APPROVED	2021-11-03
NY	RA	APPROVED	2021-11-03
NC	RA	APPROVED	2021-11-03
PA	RA	APPROVED	2021-11-03
RI	RA	APPROVED	2021-11-03
SC	RA	APPROVED	2021-11-03
VT	RA	APPROVED	2021-11-03
VA	RA	APPROVED	2021-11-03
NJ	RA	APPROVED	2021-11-01

AZ RA
APPROVED

Since 2024-09-11
HI RA
APPROVED

Since 2024-08-29
IL RA
APPROVED

Since 2024-08-29
IA RA
APPROVED

Since 2024-08-23
MI RA
APPROVED

Since 2024-08-23
AR RA
APPROVED

Since 2024-08-22
MO RA
APPROVED

Since 2024-08-22
UT RA
APPROVED

Since 2024-08-22
WI RA
APPROVED

Since 2024-08-22
CA RA
APPROVED

Since 2024-08-21
CO RA
APPROVED

Since 2024-08-21
IN RA
APPROVED

Since 2024-08-21
MN RA
APPROVED

Since 2024-08-21
MT RA
APPROVED

Since 2024-08-21
NV RA
APPROVED

Since 2024-08-21
OH RA
APPROVED

Since 2024-08-21
OK RA
APPROVED

Since 2024-08-21
TX RA
APPROVED_RES

Since 2024-08-21
WA RA
APPROVED

Since 2024-08-21
DC RA
APPROVED

Since 2023-10-23
MA RA
APPROVED

Since 2021-11-10
FL RA
APPROVED

Since 2021-11-04
GA RA
APPROVED

Since 2021-11-04
CT RA
APPROVED

Since 2021-11-03
DE RA
APPROVED

Since 2021-11-03
ME RA
APPROVED

Since 2021-11-03
MD RA
APPROVED

Since 2021-11-03
NH RA
APPROVED

Since 2021-11-03
NY RA
APPROVED

Since 2021-11-03
NC RA
APPROVED

Since 2021-11-03
PA RA
APPROVED

Since 2021-11-03
RI RA
APPROVED

Since 2021-11-03
SC RA
APPROVED

Since 2021-11-03
VT RA
APPROVED

Since 2021-11-03
VA RA
APPROVED

Since 2021-11-03
NJ RA
APPROVED

Since 2021-11-01

Branch Locations

Easley, SC • United States

200 Carolina Point Parkway 4Th Floor, Greenville, SC 29607 • 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

Organization	City	State	From	To
Td Bank N.A.	Cherry Hill	NJ	09/2021	06/2022
Wells Fargo Bank N.A.	Medford	NJ	10/2018	09/2021
United States Marine Corps Reserve	Bristol	PA	01/2015	01/2019
Td Private Client Wealth Llc	Greenville	SC	09/2021	Present
Td Bank N.A.	Greenville	SC	06/2022	07/2024
Td Private Client Wealth Llc	Greenville	SC	07/2024	Present

09/2021 → 06/2022

Td Bank N.A.

Cherry Hill, NJ
10/2018 → 09/2021

Wells Fargo Bank N.A.

Medford, NJ
01/2015 → 01/2019

United States Marine Corps Reserve

Bristol, PA
09/2021 → Present

Td Private Client Wealth Llc

Greenville, SC
06/2022 → 07/2024

Td Bank N.A.

Greenville, SC
07/2024 → Present

Td Private Client Wealth Llc

Greenville, SC

Other Businesses

Joel Reichard, Sole Proprietorship Not investment related registered address: 4835 Oxford Ct, Bensalem PA 19020 Operation of a personally owned rental property Position: Business owner Title: Managing member Start Date: 06/01/2019 5 hours/ month devoted to business operation 0 hours/month devoted to business during securities trading hours Duties include: collection of rent and maintaining property, applying and maintaining state/local occupational permits and permission to operate, reviewing/interviewing tenant applications, maintaining tax and bank records, other requirements related to property ownership. Reichard Enterprises LLC Not Investment Related Registered Address 226 Sassafras Dr, Easley SC 29642 Operation of a Rita's Italian Ice Franchise Position: Owner/Member Title: Owner/Member Start Date: 5/1/2025 32 hours/month devoted to business operation 0 hours/month devoted to business during securities trading hours Duties include: supporting the business with accounting and reconciliation of financial reports, inventory purchasing, vendor payments, tax reporting, and payroll.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2024-08-05
S65	Uniform Investment Adviser Law Examination	2021-10-30

S63 Uniform Securities Agent State Law Examination

2024-08-05
S65 Uniform Investment Adviser Law Examination

2021-10-30

View on SEC IAPD