Timothy Alston

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

• 09/2016 → 11/2024
  Tiaa
  Hamden, CT
• 09/2016 → 11/2024
  Tiaa-Cref Individual & Institutional Services, Llc
  Hamden, CT
• 08/2026 → Present
  Td Bank N.A.
  Branford, CT
• 08/2026 → Present
  Td Private Client Welath Llc
  Branford, CT
• 06/2025 → 07/2026
  Planet Home Lending (C/O Robert Half)
  Meriden, CT
• 11/2024 → 06/2025
  Unemployed
  Hamden, CT

Previous Registrations

• 2017-01-05 → 2024-11-19
  Tiaa-Cref Individual & Institutional Services, Llc
  Hamden, CT
  Hamden, CT
• 2002-08-19 → 2004-01-29
  Morgan Stanley Dw Inc.
  New Haven, CT

Exams

• S66 Uniform Combined State Law Examination
  2017-01-05
• S65 Uniform Investment Adviser Law Examination
  2002-08-17
• S63 Uniform Securities Agent State Law Examination
  1997-06-13

Other Names

• Timothy E Alston
• Timothy Errol Alston