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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 | 2026-08-12 |
Branch Locations
56-50 Main Street, Flushing, NY 11355 • United States
324 So. Service Road, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank | Flushing | NY | 07/2026 | Present |
| Td Bank | Flushing | NY | 04/2025 | 07/2026 |
| Td Bank | Flushing | NY | 10/2023 | 04/2025 |
| Td Bank | Flushing | NY | 08/2023 | 10/2023 |
| City Ice Pavilion | Long Island City | NY | 09/2021 | 08/2023 |
| World Ice Arena | Queens | NY | 08/2021 | 08/2023 |
| Chinese-American Planning Council | Flushing | NY | 03/2021 | 06/2021 |
| Baruch College | New York | NY | 09/2020 | 01/2026 |
| Francis Lewis High School | Fresh Meadows | NY | 09/2016 | 06/2020 |
| Td Private Client Wealth Llc | Flushing | NY | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-10 |
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