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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2026-05-20 |
| VT | RA | APPROVED | 2025-02-13 |
| PA | RA | APPROVED | 2025-01-24 |
| NJ | RA | APPROVED | 2024-11-19 |
| FL | RA | APPROVED | 2023-09-12 |
| NY | RA | APPROVED | 2022-09-08 |
Branch Locations
1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
1120 Avenue Of The Americas, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank | New York | NY | 07/2018 | 08/2022 |
| Rolando Mechanical | New York | NY | 01/2018 | 07/2018 |
| Demsker Realty | New York | NY | 07/2017 | 06/2018 |
| Us Navy | Great Lakes | IL | 04/2017 | 06/2017 |
| Unemploed | New York | NY | 11/2016 | 03/2017 |
| Jpmorgan Chase | New York | NY | 03/2011 | 10/2016 |
| Td Bank N.A. | New York | NY | 08/2022 | Present |
| Td Private Client Wealth Llc | New York | NY | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-18 |
| S65 | Uniform Investment Adviser Law Examination | 2022-09-08 |
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