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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-17 |
| ME | RA | APPROVED | 2025-11-14 |
| VT | RA | APPROVED | 2025-11-14 |
| NH | RA | APPROVED | 2025-11-13 |
Branch Locations
143 North Main Street, Concord, NH 03301 • United States
1255 South Willow Street 2Nd Floor, Manchester, NH 03103 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freight Motion | Northwood | NH | 03/2013 | Present |
| International Filter Products | Sun Valley | CA | 01/2023 | 01/2025 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2025 | 10/2025 |
| Northwestern Mutual Investment Services Llc | Newington | NH | 07/2025 | 10/2025 |
| Td Bank N.A. | Concord | NH | 10/2025 | Present |
| Td Private Client Wealth Llc | Concord | NH | 10/2025 | Present |
1. Freight Motion, Not Investment-related, Austin, TX, United States(US), 100% Owner, Start Date: 03/01/2013, 2 hrs per week, 5 trading hrs per week, Sales, Duties: sales accounting etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2025-09-19 |
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