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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-08 |
| CA | RA | APPROVED | 2025-10-07 |
| DE | RA | APPROVED | 2025-02-19 |
| FL | RA | APPROVED | 2025-02-19 |
| NY | RA | APPROVED | 2025-02-18 |
| PA | RA | APPROVED | 2021-03-10 |
| NJ | RA | APPROVED | 2020-11-04 |
Branch Locations
89 W Front Street, Redbank, NJ 07701 • United States
255 Nassau Street 1St Floor, Princeton, NJ 08540 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Private Client Wealth Llc | Marlton | NJ | 11/2020 | Present |
| Safe Money Resource | Cherryhill | NJ | 07/2010 | 07/2016 |
| Td Bank N.A. | Cherryhill | NJ | 01/2017 | 11/2020 |
| Unemployed | Cherryhill | NJ | 07/2016 | 01/2017 |
| Td Private Client Wealth Llc | Cherry Hill | NJ | 05/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-26 |
| S65 | Uniform Investment Adviser Law Examination | 2020-11-03 |
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