Akash S Tailor

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

Authority	Category	Status	Date
DE	RA	APPROVED	2026-07-22
VA	RA	APPROVED	2026-07-22

DE RA
APPROVED

Since 2026-07-22
VA RA
APPROVED

Since 2026-07-22

Branch Locations

2502 Marsh Road, Wilmington, DE 19810 • 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

Organization	City	State	From	To
Jpmorgan Chase Bank, Na	Newark	DE	04/2022	06/2026
Jpmorgan Securities Llc	Newark	DE	04/2022	06/2026
Comcast	Horsham	PA	02/2021	03/2022
Keybank	Red Hill	PA	07/2020	02/2021
Citizens Bank	Souderton	PA	02/2017	07/2020
At&T	Montgomeryville	PA	10/2008	01/2017
Sunshine Homecare Llc	Bristol	PA	12/2018	03/2019
Td Bank N.A.	Wilmington	DE	06/2026	Present
Td Private Client Wealth Llc	Wilmington	DE	06/2026	Present

04/2022 → 06/2026

Jpmorgan Chase Bank, Na

Newark, DE
04/2022 → 06/2026

Jpmorgan Securities Llc

Newark, DE
02/2021 → 03/2022

Comcast

Horsham, PA
07/2020 → 02/2021

Keybank

Red Hill, PA
02/2017 → 07/2020

Citizens Bank

Souderton, PA
10/2008 → 01/2017

At&T

Montgomeryville, PA
12/2018 → 03/2019

Sunshine Homecare Llc

Bristol, PA
06/2026 → Present

Td Bank N.A.

Wilmington, DE
06/2026 → Present

Td Private Client Wealth Llc

Wilmington, DE

Other Businesses

309 w broad st 18964 - rental property - owner - 08/2021 - 20 hours/yr managing req from tenant and lease signing 1339 carrick court 19709 - rental property - owner 06/2022 - 20 hours/yr managing req from tenant and lease signing

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-07-13
S63	Uniform Securities Agent State Law Examination	2022-07-13

S65 Uniform Investment Adviser Law Examination

2026-07-13
S63 Uniform Securities Agent State Law Examination

2022-07-13

Other Names

Akash Tailor
Akash Shailesh Tailor

View on SEC IAPD