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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-31 |
| RI | RA | APPROVED | 2026-07-15 |
Branch Locations
999 Worcester Street, Wellesley, MA 02482 • United States
178 Phenix Avenue, Cranston, RI 02920 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank | Cranston | RI | 06/2026 | Present |
| Td Bank | Johnston | RI | 04/2025 | 06/2026 |
| Td Bank | Johnston | RI | 06/2024 | 04/2025 |
| Td Bank | Johnston | RI | 08/2023 | 06/2024 |
| Wide World Of Indoor Sports | North Smithfield | RI | 11/2019 | 08/2023 |
| Bryant University | Smithfield | RI | 08/2022 | 05/2026 |
| North Smithfield High School | North Smithfield | RI | 08/2018 | 06/2022 |
| North Smithfield Middle School | North Smithfield | RI | 08/2015 | 06/2018 |
| Td Private Client Wealth Llc | Cranston | RI | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-20 |
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