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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 | 2025-07-25 |
| CT | RA | APPROVED | 2025-07-24 |
| DE | RA | APPROVED | 2025-07-24 |
| ME | RA | APPROVED | 2025-07-24 |
| MD | RA | APPROVED | 2025-07-24 |
| NH | RA | APPROVED | 2025-07-24 |
| NJ | RA | APPROVED | 2025-07-24 |
| NY | RA | APPROVED | 2025-07-24 |
| PA | RA | APPROVED | 2025-07-24 |
| RI | RA | APPROVED | 2025-07-24 |
| VT | RA | APPROVED | 2025-07-24 |
| VA | RA | APPROVED | 2025-07-24 |
| SC | RA | APPROVED | 2024-12-03 |
Branch Locations
Simpsonville, SC • United States
5900 N Andrews Ave 2Nd Floor, Fort Lauderdale, FL 33309 • United States
200 Carolina Point Parkway 4Th Floor, Greenville, SC 29607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | San Diego | CA | 05/2004 | 11/2016 |
| Td Bank N.A. | Greenville | SC | 09/2024 | Present |
| Wyatt Consulting Group | Durango | CO | 11/2016 | 09/2024 |
| Td Private Client Wealth Llc | Greenville | SC | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-26 |
| S65 | Uniform Investment Adviser Law Examination | 2009-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-08 |
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