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Andrew Santilli

Td Private Client Wealth LLC

Downingtown, PA

Exton, PA

CRD 7767688

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Employer firm

Td Private Client Wealth LLC CRD 164484

$8.57B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Td Private Client Wealth Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-03-11
NJ RA APPROVED 2025-10-09
DE RA APPROVED 2025-10-08
PA RA APPROVED 2025-10-08
VT RA APPROVED 2025-10-08
  • NC RA
    APPROVED
    Since 2026-03-11
  • NJ RA
    APPROVED
    Since 2025-10-09
  • DE RA
    APPROVED
    Since 2025-10-08
  • PA RA
    APPROVED
    Since 2025-10-08
  • VT RA
    APPROVED
    Since 2025-10-08

Branch Locations

3821 West Lincoln Highway, Downingtown, PA 19335 • United States

100 Iron Lake Blvd, Exton, PA 19341 • 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
OrganizationCityStateFromTo
Massmutual Life Insurance Co. Horsham PA 05/2023 09/2025
Mml Investors Serivces, Llc Horsham PA 09/2023 09/2025
Shining Knights Ltd Glenmore PA 05/2016 08/2016
Marple Newtown Highschool Broomall PA 09/2013 06/2017
Drexel University Philadelphia PA 09/2017 12/2022
Unemployed Broomall PA 01/2023 05/2023
Self Employed, No Company Broomall PA 12/2017 12/2022
Unemployed Broomall PA 06/2017 09/2017
Td Bank N.A. Thorndale PA 10/2025 Present
Td Private Client Wealth Llc Thorndale PA 10/2025 Present
  • 05/2023 → 09/2025
    Massmutual Life Insurance Co.
    Horsham, PA
  • 09/2023 → 09/2025
    Mml Investors Serivces, Llc
    Horsham, PA
  • 05/2016 → 08/2016
    Shining Knights Ltd
    Glenmore, PA
  • 09/2013 → 06/2017
    Marple Newtown Highschool
    Broomall, PA
  • 09/2017 → 12/2022
    Drexel University
    Philadelphia, PA
  • 01/2023 → 05/2023
    Unemployed
    Broomall, PA
  • 12/2017 → 12/2022
    Self Employed, No Company
    Broomall, PA
  • 06/2017 → 09/2017
    Unemployed
    Broomall, PA
  • 10/2025 → Present
    Td Bank N.A.
    Thorndale, PA
  • 10/2025 → Present
    Td Private Client Wealth Llc
    Thorndale, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-29
  • S66 Uniform Combined State Law Examination
    2023-12-29

View on SEC IAPD

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