Evan D Winters

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

• 01/2019 → Present
  Td Private Client Wealth Llc
  Cherry Hill, NJ
• 07/2016 → Present
  Td Bank N.A.
  Cherry Hill, NJ

Previous Registrations

• 2016-08-05 → 2017-07-20
  Td Private Client Wealth Llc
  New York, NY
  Mount Laurel, NJ
• 2016-02-01 → 2016-06-10
  Lpl Financial Llc
  Flemington, NJ
  San Diego, CA
  Flemington, NJ
• 2012-02-16 → 2016-01-19
  Lpl Financial Llc
  Fort Mill, SC
  Flemington, NJ
• 2009-05-26 → 2011-11-07
  Td Ameritrade, Inc.
  Jersey City, NJ
• 2009-05-26 → 2011-11-07
  Td Ameritrade Investment Management, Llc
  Radnor, PA

Exams

• S66 Uniform Combined State Law Examination
  2009-05-22
• S63 Uniform Securities Agent State Law Examination
  1995-10-05

Other Names

• Evan Dean Winter
• Evan Winters
• Evan Dean Winters