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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 |
|---|---|---|---|
| CT | RA | APPROVED | 2026-04-09 |
| NJ | RA | APPROVED | 2026-03-11 |
Branch Locations
336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Stratford | NJ | 08/2016 | 11/2024 |
| Wells Fargo Clearing Services, Llc | Stratford | NJ | 10/2018 | 11/2024 |
| Ameriprise Financial Services, Llc | Marlton | NJ | 05/2025 | 01/2026 |
| Unemployed | Gibbsboro | NJ | 12/2024 | 04/2025 |
| Unemployed | Gibbsboro | NJ | 01/2026 | 03/2026 |
| Td Bank N.A. | Willingboro | NJ | 03/2026 | Present |
| Td Private Client Wealth Llc | Willingboro | NJ | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-03 |
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