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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 |
|---|---|---|---|
| NH | RA | APPROVED | 2025-01-09 |
| MD | RA | APPROVED | 2025-01-08 |
| MI | RA | APPROVED | 2024-02-07 |
| CT | RA | APPROVED | 2024-01-17 |
| OH | RA | APPROVED | 2024-01-16 |
| PA | RA | APPROVED | 2024-01-16 |
| RI | RA | APPROVED | 2024-01-16 |
| NJ | RA | APPROVED | 2024-01-12 |
| NY | RA | APPROVED | 2024-01-12 |
| TX | RA | APPROVED_RES | 2024-01-12 |
| VT | RA | APPROVED | 2024-01-12 |
| VA | RA | APPROVED | 2024-01-12 |
| FL | RA | APPROVED | 2021-04-23 |
Branch Locations
5900 N Andrews Ave 2Nd Floor, Fort Lauderdale, FL 33309 • United States
2130 Centrepark West Drive, West Palm Beach, FL 33409 • United States
Lake Worth, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tdameritrade Inc | West Palm Beach | FL | 03/2011 | 01/2021 |
| Td Bank N.A. | West Palm Beach | FL | 03/2021 | Present |
| Td Private Client Wealth Llc | West Palm Beach | FL | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-15 |
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