Best Investors Account Sign in

Fuser Juliano Rodriguez

Td Private Client Wealth LLC

Springfield, VA

Vienna, VA

CRD 7669142

Claim This Profile
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
DC RA APPROVED 2026-08-13
VA RA APPROVED 2026-07-17
  • DC RA
    APPROVED
    Since 2026-08-13
  • VA RA
    APPROVED
    Since 2026-07-17

Branch Locations

8310 Old Keene Mill Road, Springfield, VA 22152 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 07/2016 02/2026
Td Bank N.A. Springfield VA 07/2026 Present
Td Private Client Wealth Llc Springfield VA 06/2026 Present
Unemployed Fairfax VA 02/2026 07/2026
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-10
  • S66 Uniform Combined State Law Examination
    2023-04-10
Other Names
  • Fuser Rodriguez

View on SEC IAPD

More in Springfield, VA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor