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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 | 2026-07-13 |
Branch Locations
1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank N.A. | New York | NY | 05/2026 | Present |
| Td Private Client Wealth Llc | New York | NY | 05/2026 | Present |
| J.P. Morgan Securities Llc | New York | NY | 12/2025 | 04/2026 |
| Oregon State University | Corvallis | OR | 09/2024 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 09/2023 | 04/2026 |
| Unemployed | Brooklyn | NY | 08/2023 | 09/2023 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 08/2022 | 07/2023 |
| Shake Shack | New York | NY | 10/2021 | 08/2022 |
| Unemployed | New York | NY | 12/2020 | 10/2021 |
| Briad Group | Brooklyn | NY | 10/2020 | 11/2020 |
| Unemployed | New York | NY | 04/2020 | 10/2020 |
| Century 21 Department Stores | New York | NY | 08/2019 | 03/2020 |
| Unemployed | New York | NY | 12/2015 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-08 |
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