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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-19 |
Branch Locations
235 Alewife Brook Parkway, Cambridge, MA 02138 • United States
999 Worcester Street, Wellesley, MA 02482 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc | Westwood | MA | 09/2022 | 10/2022 |
| Citizens Bank, N.A | Westwood | MA | 09/2022 | 10/2022 |
| East Boston Savings Bank | Boston | MA | 04/2018 | 03/2021 |
| Citizens Bank | Winthrop | MA | 08/2017 | 04/2018 |
| Bunker Hill Community College | Charlestown | MA | 01/2012 | 08/2017 |
| Citizens Bank | Boston | MA | 03/2021 | 09/2022 |
| Citizens Securities, Inc | Medford | MA | 10/2022 | 06/2024 |
| Citizens Bank, N/A | Westwood | MA | 10/2022 | 11/2023 |
| Citizens Bank, N/A | Medford | MA | 11/2023 | 06/2024 |
| Citizens Securities, Inc | Cambridge | MA | 06/2024 | 06/2024 |
| Citizens Bank, Inc | Cambridge | MA | 06/2024 | 06/2024 |
| Citizens Bank, N/A | Medford | MA | 06/2024 | 11/2024 |
| Citizens Securities, Inc | Medford | MA | 06/2024 | 11/2024 |
| John Hancock | Boston | MA | 11/2024 | 01/2026 |
| Td Bank N.A. | Cambridge | MA | 01/2026 | Present |
| Td Private Client Wealth Llc | Cambridge | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-18 |
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