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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-19 |
| NC | RA | APPROVED | 2026-02-20 |
| IL | RA | APPROVED | 2026-02-10 |
| CT | RA | APPROVED | 2025-09-15 |
| SC | RA | APPROVED | 2025-02-05 |
| PA | RA | APPROVED | 2024-07-22 |
| NJ | RA | APPROVED | 2023-05-02 |
Branch Locations
336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • United States
22 West Main Street, Moorestown, NJ 08057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Toms River | NJ | 08/2021 | 03/2023 |
| Mariachi Mexican Grill | Glassboro | NJ | 01/2019 | 09/2020 |
| Unemployed Student | Howell | NJ | 09/2020 | 08/2021 |
| Unemployed Student | East Windsor | NJ | 04/2014 | 01/2019 |
| Bankers Life Securities, Inc | Toms River | NJ | 05/2022 | 03/2023 |
| Td Bank N.A. | Moorestown | NJ | 04/2023 | Present |
| Td Private Client Wealth Llc | Moorestown | NJ | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-09 |
| S65 | Uniform Investment Adviser Law Examination | 2023-05-01 |
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