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Philip Salo

Td Private Client Wealth LLC

White Plains, NY

Mahopac, NY

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Current Employers
Td Private Client Wealth Llc

1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-17
CT RA APPROVED 2022-12-08
NY RA APPROVED 2022-12-08
NJ RA APPROVED 2021-07-08
  • FL RA
    APPROVED
    Since 2025-11-17
  • CT RA
    APPROVED
    Since 2022-12-08
  • NY RA
    APPROVED
    Since 2022-12-08
  • NJ RA
    APPROVED
    Since 2021-07-08

Branch Locations

1133 Westchester Ave, White Plains, NY 10604 • United States

Mahopac, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Bank N.A. Jefferson Valley NY 02/2016 09/2016
Td Bank N.A. Rye NY 09/2016 03/2018
Td Bank N.A. Pelham NY 03/2018 10/2019
Td Bank N.A. White Plains NY 10/2019 07/2020
Td Bank N.A. New York NY 07/2020 Present
Td Private Client Wealth Llc New York NY 07/2020 Present
  • 02/2016 → 09/2016
    Td Bank N.A.
    Jefferson Valley, NY
  • 09/2016 → 03/2018
    Td Bank N.A.
    Rye, NY
  • 03/2018 → 10/2019
    Td Bank N.A.
    Pelham, NY
  • 10/2019 → 07/2020
    Td Bank N.A.
    White Plains, NY
  • 07/2020 → Present
    Td Bank N.A.
    New York, NY
  • 07/2020 → Present
    Td Private Client Wealth Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-07
S63 Uniform Securities Agent State Law Examination 2006-05-27
  • S65 Uniform Investment Adviser Law Examination
    2021-07-07
  • S63 Uniform Securities Agent State Law Examination
    2006-05-27
Other Names
  • Philip E Salo

View on SEC IAPD

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