Marcos Alberto Rionda

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 12/2017
  Capitas Financial
  Southfield, MI
• 01/2018 → 03/2023
  Rocket Mortgage
  Detroit, MI
• 11/2023 → 05/2024
  Loancraft, Llc (Regents Financial)
  Troy, MI
• 04/2023 → 10/2023
  Unemployed
  Detroit, MI
• 06/2024 → 10/2025
  Unemployed
  New York, NY
• 11/2025 → 07/2026
  Paulson Investment Company
  New York, NY
• 07/2026 → Present
  Td Bank N.A.
  New York, NY
• 07/2026 → Present
  Td Private Client Wealth Llc
  New York, NY

Previous Registrations

• 2011-04-15 → 2014-12-22
  Northwestern Mutual Investment Services, Llc
  Troy, MI
• 2010-11-17 → 2011-02-28
  Wells Fargo Clearing Services, Llc
  Grosse Pointe Farms, MI
  Birmingham, MI
• 2010-01-22 → 2010-08-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomfield Hills, MI
• 2009-11-13 → 2009-11-18
  Pnc Wealth Management Llc
  Southfield, MI
• 2009-06-05 → 2009-11-13
  Natcity Investments, Inc.
  Bingham Farms, MI
  Southfield, MI

Exams

• S66 Uniform Combined State Law Examination
  2026-01-16

Other Names

• Marcos A Rionda
• Alberto Marcos Rionda
• Mark A Rionda
• Mark A Rionda
• Mark A Rionda