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Daniel Darling

Td Private Client Wealth LLC

Annapolis, MD

Vienna, VA

CRD 8076042

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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:

Current Employers
Td Private Client Wealth Llc

1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-07-17
  • MD RA
    APPROVED
    Since 2026-07-17

Branch Locations

2103 Commerce Park Drive, Annapolis, MD 21401 • United States

1919 Gallows Road 2Nd Floor, Vienna, VA 22182 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Spacesaver Kensington MD 01/2016 01/2018
Self-Employed Frederick MD 01/2018 01/2022
Self-Employed Frederick MD 01/2022 05/2025
Ymca Of Frederick Frederick MD 10/2023 10/2024
New York Insurance Company Baltimore MD 04/2025 07/2026
Nylife Securities Llc Baltimore MD 07/2025 07/2026
Td Private Client Wealth Llc Annapolis MD 07/2026 Present
Td Bank N.A. Annapolis MD 07/2026 Present
  • 01/2016 → 01/2018
    Spacesaver
    Kensington, MD
  • 01/2018 → 01/2022
    Self-Employed
    Frederick, MD
  • 01/2022 → 05/2025
    Self-Employed
    Frederick, MD
  • 10/2023 → 10/2024
    Ymca Of Frederick
    Frederick, MD
  • 04/2025 → 07/2026
    New York Insurance Company
    Baltimore, MD
  • 07/2025 → 07/2026
    Nylife Securities Llc
    Baltimore, MD
  • 07/2026 → Present
    Td Private Client Wealth Llc
    Annapolis, MD
  • 07/2026 → Present
    Td Bank N.A.
    Annapolis, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-03
S63 Uniform Securities Agent State Law Examination 2026-01-17
  • S65 Uniform Investment Adviser Law Examination
    2026-07-03
  • S63 Uniform Securities Agent State Law Examination
    2026-01-17

View on SEC IAPD

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