Best Investors Account Sign in
Current Employers
Td Private Client Wealth Llc

1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-02-13
NJ RA APPROVED 2026-02-13
NY RA APPROVED 2026-02-12
  • CT RA
    APPROVED
    Since 2026-02-13
  • NJ RA
    APPROVED
    Since 2026-02-13
  • NY RA
    APPROVED
    Since 2026-02-12

Branch Locations

174 South Highland Avenue, Ossining, NY 10562 • United States

1133 Westchester Ave, White Plains, NY 10604 • 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
OrganizationCityStateFromTo
Trade The News New York NY 03/2015 06/2017
Bny Mellon Miami FL 08/2022 02/2023
Premia Global Advisors Miami FL 08/2023 12/2023
Unemployed Belo Horizonte 03/2023 07/2023
Unemployed Miami FL 04/2022 07/2022
Citizens Securities Inc., Westwood MA 01/2024 07/2024
J.P. Morgan Securities Llc Ashland MA 09/2024 04/2025
Jpmorgan Chase Bank, N.A. Ashland MA 09/2024 04/2025
Bank Of America Merrill Lynch Miami FL 10/2020 03/2022
Unemployed New York NY 07/2017 07/2017
Unemployed Walpole MA 08/2024 08/2024
Bank Of America Merrill Lynch New York NY 08/2017 09/2020
Td Bank N.A. New York NY 02/2026 Present
Td Private Client Wealth Llc New York NY 02/2026 Present
Unemployed Toronto 06/2025 01/2026
  • 03/2015 → 06/2017
    Trade The News
    New York, NY
  • 08/2022 → 02/2023
    Bny Mellon
    Miami, FL
  • 08/2023 → 12/2023
    Premia Global Advisors
    Miami, FL
  • 03/2023 → 07/2023
    Unemployed
    Belo Horizonte
  • 04/2022 → 07/2022
    Unemployed
    Miami, FL
  • 01/2024 → 07/2024
    Westwood, MA
  • 09/2024 → 04/2025
    Ashland, MA
  • 09/2024 → 04/2025
    Jpmorgan Chase Bank, N.A.
    Ashland, MA
  • 10/2020 → 03/2022
    Bank Of America Merrill Lynch
    Miami, FL
  • 07/2017 → 07/2017
    Unemployed
    New York, NY
  • 08/2024 → 08/2024
    Unemployed
    Walpole, MA
  • 08/2017 → 09/2020
    Bank Of America Merrill Lynch
    New York, NY
  • 02/2026 → Present
    Td Bank N.A.
    New York, NY
  • 02/2026 → Present
    New York, NY
  • 06/2025 → 01/2026
    Unemployed
    Toronto
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-04
  • S66 Uniform Combined State Law Examination
    2021-10-04
Other Names
  • Fabiana Menks Coelho
  • Fabiana Menks Coelho

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Ossining, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor