Kevin F Lamberson

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

• 09/2015 → 01/2019
  Pruco Securities Llc
  Brick, NJ
• 09/2015 → 01/2019
  The Prudential Insurance Co Of America
  Brick, NJ
• 01/2019 → 04/2019
  Massmutual
  Edison, NJ
• 09/2019 → 10/2021
  The Prudential Insurance Company Of America
  Brick, NJ
• 09/2019 → 10/2021
  Pruco Securities, Llc
  Brick, NJ
• 04/2019 → 09/2019
  Unemployed
  Brick, NJ
• 10/2021 → 12/2025
  Gwn Securities, Inc.
  Palm Beach Gardens, FL
• 07/2026 → Present
  Td Bank N.A.
  Old Bridge, NJ
• 07/2026 → Present
  Td Private Client Wealth Llc
  Old Bridge, NJ
• 11/2022 → Present
  Whole Foods Market
  Wall, NJ

Previous Registrations

• 2021-10-12 → 2026-01-12
  Gwn Securities Inc.
  Palm Beach Gardens, FL
  Beachwood, NJ
  Palm Beach Gardens, FL
  Bordentown, NJ
• 2019-09-11 → 2021-10-08
  Pruco Securities, Llc.
  Brick, NJ
  Marlton, NJ
  Brick, NJ
  Brick, NJ
  Toms River, NJ
• 2019-03-19 → 2019-05-03
  Mml Investors Services, Llc
  Edison, NJ
• 2015-12-18 → 2019-01-24
  Pruco Securities, Llc.
  Marlton, NJ
  Brick, NJ
• 2014-10-22 → 2015-10-06
  Equitable Advisors, Llc
  Wall, NJ

Other Businesses

WHOLE FOODS MARKET Is Not Investment Related, Online grocery order picker, Online Order, 2022-11-19, 16 hours per month, not during trading hours, Hourly Compensation, Pick online grocery orders.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-10-09
• S63 Uniform Securities Agent State Law Examination
  2014-04-09

Designations

• Chartered Financial Consultant

Other Names

• Kevin Ford Lamberson
• Kevin Lamberson