Qiyuan Chen

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

• 07/2018 → 08/2018
  China Industrial Asset Management
  Shanghai
• 06/2019 → 07/2019
  Ernst & Young
  Shanghai
• 07/2020 → 08/2020
  Kangcheng Capital
  Shanghai
• 08/2020 → 09/2020
  China Industrial Asset Management
  Shanghai
• 05/2021 → 08/2021
  Versailles Group
  Boston, MA
• 05/2022 → 07/2022
  Axa Advisors, Llc.
  New York, NY
• 07/2022 → 08/2022
  Golden Meadow Investments, Llc.
  Jersey City, NJ
• 09/2014 → 05/2018
  Trinity Pawling School
  Pawling, NY
• 09/2018 → 05/2023
  New York University
  New York, NY
• 06/2023 → 06/2025
  Citigroup
  New York, NY
• 09/2025 → 03/2026
  Ubs Financial Services Inc.
  Weehawken, NJ
• 08/2026 → Present
  Td Bank N.A.
  Brooklyn, NY
• 08/2026 → Present
  Td Private Client Wealth Llc
  Brooklyn, NY
• 04/2026 → 08/2026
  Unemployed
  Jersey City, NJ

Previous Registrations

• 2026-03-27 → 2026-03-30
  Ubs Financial Services Inc.
  Weehawken, NJ

Exams

• S66 Uniform Combined State Law Examination
  2026-03-26

Other Names

• Leo Chen