Sera Ans-beren Yeysides

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

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-07-31
NY	RA	APPROVED	2025-07-30
PA	RA	APPROVED	2025-07-21

NJ RA
APPROVED

Since 2025-07-31
NY RA
APPROVED

Since 2025-07-30
PA RA
APPROVED

Since 2025-07-21

Branch Locations

2155 York Road, Jamison, PA 18929 • 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

Organization	City	State	From	To
Ans-Beren Llc	New York	NY	03/2020	Present
Office Of The Attorney General, Commonwealth Of Massachusetts	Boston	MA	08/2018	12/2018
Gbg Usa, Inc.	Boston	MA	11/2017	12/2017
Unemployed	New York	NY	08/2016	11/2016
Harvard University	Cambridge	MA	09/2017	05/2019
J.P.MOrgan Securities Llc	New York	NY	09/2021	07/2022
Jpmorgan Chase Bank Na	New York	NY	09/2021	07/2022
Unemployed	Langhorne	PA	06/2019	02/2020
Equitable Advisors, Llc	New York	NY	07/2022	01/2024
Harvard University	Cambridge	MA	11/2016	08/2017
Harvard University	Cambridge	MA	06/2016	07/2016
Unemployed	New York	NY	01/2016	05/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	03/2024	06/2024
Td Bank N.A.	Jamison	PA	06/2025	Present
Td Private Client Wealth Llc	Jamison	PA	06/2025	Present

03/2020 → Present

Ans-Beren Llc

New York, NY
08/2018 → 12/2018

Office Of The Attorney General, Commonwealth Of Massachusetts

Boston, MA
11/2017 → 12/2017

Gbg Usa, Inc.

Boston, MA
08/2016 → 11/2016

Unemployed

New York, NY
09/2017 → 05/2019

Harvard University

Cambridge, MA
09/2021 → 07/2022

J.P.MOrgan Securities Llc

New York, NY
09/2021 → 07/2022

Jpmorgan Chase Bank Na

New York, NY
06/2019 → 02/2020

Unemployed

Langhorne, PA
07/2022 → 01/2024

Equitable Advisors, Llc

New York, NY
11/2016 → 08/2017

Harvard University

Cambridge, MA
06/2016 → 07/2016

Harvard University

Cambridge, MA
01/2016 → 05/2016

Unemployed

New York, NY
03/2024 → 06/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
06/2025 → Present

Td Bank N.A.

Jamison, PA
06/2025 → Present

Td Private Client Wealth Llc

Jamison, PA

Previous Registrations

2024-03-28 → 2024-06-18

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
2023-01-03 → 2024-01-26

Equitable Advisors, Llc

Melville, NY

Other Businesses

I*1767495 Entity For Profit Name of OBA: Ans-Beren llc Address: New York, New York, 10017 Investment Related: No Position, Title, Association: Officer Employee Start Date: 03/10/2021 No Hours: 20 No Hours during trading: 0 Duties: Owner of a skincare/cosmetics/apparel brand

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-12-28
S63	Uniform Securities Agent State Law Examination	2022-03-16

S66 Uniform Combined State Law Examination

2022-12-28
S63 Uniform Securities Agent State Law Examination

2022-03-16

Other Names

Sera Yeysides
Sera Ans-Beren Yeysides
Sera Ans-Berenyeysides

View on SEC IAPD