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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 | 2025-11-12 |
| FL | RA | APPROVED | 2025-02-28 |
| ME | RA | APPROVED | 2025-02-27 |
| PA | RA | APPROVED | 2025-02-14 |
| TX | RA | APPROVED_RES | 2025-02-13 |
| MA | RA | APPROVED | 2022-08-08 |
Branch Locations
153 Merrimack Street, Haverhill, MA 01830 • United States
333 State Street 2Nd Floor, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Napoli Group Mcdonalds | Manchester | NH | 08/2013 | 06/2018 |
| Td Bank | Chelmsford | MA | 06/2018 | 02/2022 |
| Td Bank N.A. | Haverhill | MA | 02/2022 | 06/2022 |
| Td Private Client Wealth Llc | Haverhill | MA | 02/2022 | 06/2022 |
| Td Bank N.A. | Haverhill | MA | 08/2022 | Present |
| Td Private Client Wealth Llc | Haverhill | MA | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-04 |
| S65 | Uniform Investment Adviser Law Examination | 2022-06-14 |
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