Rafael Menna Barreto Gregori

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

• 03/2016 → 04/2024
  Wmb Partners
  Miami, FL
• 05/2024 → 05/2026
  National Life Group
  Boca Raton, FL
• 09/2025 → 05/2026
  Equity Services Inc
  Montpelier, VT
• 05/2026 → Present
  Td Private Client Wealth Llc
  Delray Beach, FL
• 05/2026 → Present
  Td Bank N.A.
  Delray Beach, FL

Previous Registrations

• 2026-01-14 → 2026-05-14
  Equity Services, Inc.
  Boca Raton, FL
• 2005-10-25 → 2006-04-25
  Morgan Stanley Dw Inc.
  Hallandale, FL
  Hallandale, FL
  Ft. Lauderdale, FL

Other Businesses

*FLOW CONSTRUCTION GROUP LLC, 605 SE 10TH ST, DEERFIELD BEACH, FL, 33441, ONGOING, NOT INV REL, 05/2024, PARTNER, GENERAL CONTRACTOR BUILDING NEW HOMES AND REMODELING, NOT DURING TRD/HRS, LESS THAN 2 HRS WK*THE TWINS REV LLC, 2516 NW. 23RD ST., BOCA RATON, FL, 33434, ONGOING, NOT INV REL, 07/2016, OWNER, HR AND BUSINESS MANAGEMENT CONSULTING, NOT DURING TRD/HRS, 0%*RAFAEL GREGORI POA, 2516 NW 23RD STREET, BOCA RATON, FL, 33434, ONGOING, INV REL, 01/01/2018, OVERSEE THE INVESTMENT OF FAMILY'S IND ACCTS AND TRUST ACCTS, NOT DURING TRD/HRS, 0%.

Exams

• S66 Uniform Combined State Law Examination
  2026-01-06

Other Names

• Rafael Gregori