Dennis Pelaez-Robles

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

• 11/2018 → 11/2021
  Edward Jones
  St Louis, MO
• 02/2015 → 10/2018
  Rutgers University
  Camden, NJ
• 05/2018 → Present
  Tomatoes
  Margate, NJ
• 10/2015 → 12/2017
  Caffe Aldo Lamberti
  Cherry Hill, NJ
• 11/2021 → 08/2023
  Wells Fargo Bank, Na
  Ocean City, NJ
• 11/2021 → 08/2023
  Wells Fargo Clearing Services, Llc
  Ocean City, NJ
• 08/2023 → Present
  Td Bank N.A.
  Cape May Court House, NJ
• 08/2023 → Present
  Td Private Client Wealth Llc
  Cape May Court House, NJ

Previous Registrations

• 2022-01-18 → 2023-09-08
  Wells Fargo Clearing Services, Llc
  Marlton, NJ
  Ocean City, NJ
• 2019-03-11 → 2021-02-05
  Edward Jones
  Atlantic City, NJ
  St Louis, MO
  St Louis, MO
  Egg Harbor Twp, NJ

Other Businesses

TOMATOE'S, NOT INVT RELATED, MARGATE, NJ, SERVER, START DATE 5/1/2018, 48 HRS PER MONTH, 0 HRS DURING TRADING, SERVE CUSTOMERS. Uber, Not Investment Related, 3618 Bayshore Ave Brigantine NJ 08203, Ride Share Service, Ride Share Driver, 11/2018, 20 hours, 0 hours during trading hours, Drive customers from location to location Lyft, Not Investment Related, 3618 Bayshore Ave Brigantine NJ 08203, Ride Share Service, Ride Share Driver, 11/2018, 20 hours, 0 hours during trading hours, Drive customers from location to location

Exams

• S66 Uniform Combined State Law Examination
  2019-01-19

Other Names

• Dennis Pelaez