Matthew Conte

Td Private Client Wealth LLC

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Current Employers

Td Private Client Wealth Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-07-14

NY RA
APPROVED

Since 2025-07-14

Branch Locations

200 Carolina Point Parkway 4Th Floor, Greenville, SC 29607 • United States

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

Organization	City	State	From	To
Newbridge Securities Corporation	Syosset	NY	03/2025	06/2025
Northwestern Mutual Investment Services	New York	NY	06/2023	12/2023
Prudent Financial Solutions	New York	NY	07/2024	11/2024
Fairfield University	Fairfield	CT	01/2024	05/2024
Unemployed	New York	NY	03/2015	05/2023
Unemployed	New York	NY	12/2024	02/2025
Td Bank	New York	NY	06/2025	Present
Td Private Client Wealth Llc	New York	NY	06/2025	Present

03/2025 → 06/2025

Newbridge Securities Corporation

Syosset, NY
06/2023 → 12/2023

Northwestern Mutual Investment Services

New York, NY
07/2024 → 11/2024

Prudent Financial Solutions

New York, NY
01/2024 → 05/2024

Fairfield University

Fairfield, CT
03/2015 → 05/2023

Unemployed

New York, NY
12/2024 → 02/2025

Unemployed

New York, NY
06/2025 → Present

Td Bank

New York, NY
06/2025 → Present

Td Private Client Wealth Llc

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-05-19
S63	Uniform Securities Agent State Law Examination	2025-05-08

S66 Uniform Combined State Law Examination

2025-05-19
S63 Uniform Securities Agent State Law Examination

2025-05-08

View on SEC IAPD

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