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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-19 |
| NJ | RA | APPROVED | 2024-11-12 |
Branch Locations
126 N Washington Avenue, Bergenfield, NJ 07621 • United States
1100 Lake Street 3Rd Floor, Ramsey, NJ 07446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Capital Management Llc | Morristown | NJ | 04/2013 | 06/2023 |
| E*Trade Securities Llc | Morristown | NJ | 04/2013 | 06/2023 |
| Morgan Stanley | Morristown | NJ | 03/2023 | 06/2023 |
| Harrisdirect Llc | Morristown | NJ | 04/2013 | 06/2023 |
| Tiaa | Hackensack | NJ | 06/2023 | 10/2024 |
| Tiaa-Cref Individual & Institutional Services, Llc | Hackensack | NJ | 06/2023 | 10/2024 |
| Td Bank N.A. | Ridgewood | NJ | 11/2024 | Present |
| Td Private Client Weatlh Llc | Ridgewood | NJ | 11/2024 | Present |
Name: Jack Turner Watches LLC Position: Owner Nature: Online wrist watch sales. Investment Related: No Hours: 45 Securities Trading Hours: 0 Start Date: 08/01/2018 Address: 370 W Pleasantview Ave, Ste 2-296, Hackensack NJ 07601, United States Description: This business sells wrist watches through Amazon, Ebay, Etsy and through a Shopify Web Site
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-19 |
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