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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-29 |
Branch Locations
148-08 Cross Island Parkway, Whitestone, NY 11357 • United States
324 So. Service Road, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Globo Television | Rio De Janeiro | 10/2004 | 07/2017 | |
| Studying Only At Nyc Language Center | New York | NY | 09/2017 | 09/2021 |
| Starbucks | Wilmington | NC | 10/2021 | 10/2025 |
| Unemployed | Raleigh | NC | 11/2025 | 01/2026 |
| Equitable Advisors, Llc | New York | NY | 01/2026 | 05/2026 |
| Td Bank N.A. | Whitestone | NY | 07/2026 | Present |
| Td Private Client Wealth Llc | Whitestone | NY | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-08 |
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