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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 | 2026-08-06 |
| PA | RA | APPROVED | 2026-08-05 |
| NJ | RA | APPROVED | 2026-08-04 |
Branch Locations
465 South Avenue East, Cranford, NJ 07016 • United States
70 Morristown Road, Bernardsville, NJ 07924 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank N.A. | Cranford | NJ | 05/2026 | Present |
| Td Private Client Wealth Llc | Cranford | NJ | 05/2026 | Present |
| Td Bank N.A. | Clifton | NJ | 03/2023 | 05/2026 |
| Wells Fargo Bank, Na | Hoboken | NJ | 08/2022 | 01/2023 |
| Uber | Elizabeth | NJ | 01/2023 | 03/2023 |
| Wells Fargo Bank, Na | Hoboken | NJ | 07/2015 | 07/2022 |
| Wells Fargo Clearing Services, Llc | Elizabeth | NJ | 01/2020 | 08/2021 |
| Wells Fargo Bank, Na | Elizabeth | NJ | 07/2015 | 08/2021 |
| Wells Fargo Clearing Services, Llc | Hoboken | NJ | 05/2022 | 07/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-31 |
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