Grant M Summerford

Td Private Client Wealth LLC

CRD 8238934

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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
NC	RA	APPROVED	2026-05-04
SC	RA	APPROVED	2026-03-16

NC RA
APPROVED

Since 2026-05-04
SC RA
APPROVED

Since 2026-03-16

Branch Locations

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

4875 Forest Drive, Columbia, SC 29206 • 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, Na	Aiken	SC	06/2016	03/2026
Td Bank N.A.	Columbia	SC	03/2026	Present
Td Private Client Wealth Llc	Columbia	SC	03/2026	Present

06/2016 → 03/2026

Td Bank, Na

Aiken, SC
03/2026 → Present

Td Bank N.A.

Columbia, SC
03/2026 → Present

Td Private Client Wealth Llc

Columbia, SC

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2026-05-01
S65	Uniform Investment Adviser Law Examination	2025-11-19

S63 Uniform Securities Agent State Law Examination

2026-05-01
S65 Uniform Investment Adviser Law Examination

2025-11-19

View on SEC IAPD

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