Brian Thomas Attard

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

• 10/2009 → 09/2018
  Scottrade, Inc.
  Marlton, NJ
• 02/2018 → 06/2024
  Td Ameritrade, Inc.
  Marlton, NJ
• 02/2018 → 09/2023
  Td Ameritrade Investment Management, Llc
  Marlton, NJ
• 12/2022 → 03/2025
  Charles Schwab & Co., Inc.
  Marlton, NJ
• 11/2023 → 03/2025
  Charles Schwab Bank, Ssb
  Marlton, NJ
• 03/2025 → Present
  Td Bank N.A.
  Marlton, NJ
• 03/2025 → Present
  Td Private Client Wealth Llc
  Marlton, NJ

Previous Registrations

• 2022-02-16 → 2025-03-10
  Charles Schwab & Co., Inc.
  Marlton, NJ
  Philadelphia, PA
• 2018-02-26 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Sewell, NJ
  Marlton, NJ
• 2018-02-27 → 2022-10-14
  Td Ameritrade, Inc.
  Sewell, NJ
  Marlton, NJ
  Philadelphia, PA
  Omaha, NE
• 2017-05-10 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO
• 2007-03-19 → 2009-10-19
  Ameriprise Financial Services, Llc
  Marlton, NJ
  Voorhees, NJ

Other Businesses

Name of Outside Business:Self Employed; Investment Related:No; Address of Outside Business:Hammonton, NJ; Nature of Outside Business:Rental Property; Position:Owner; Start Date:9/1/2015; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: Owner of property landlord Name: The Sports Box, Role: Part owner of LLC, Type: OTHER, Start Date: 06/01/2016, Investment Related?: No, Address: 46 Centennial Drive, Hammonton, NJ 08037, Number of Hours/Mo: 20, Duties: Part owner of LLC for a social media based sports talk podcast known as The Sports Box. My role is primarily on-air talent and off-air production support.

Exams

• S66 Uniform Combined State Law Examination
  2007-03-15

Designations

• Certified Financial Planner

Other Names

• Brian T Attard
• Brian Attard
• Brian Thomas Attard