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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 |
|---|---|---|---|
| DC | RA | APPROVED | 2026-08-31 |
| NC | RA | APPROVED | 2026-08-24 |
| PA | RA | APPROVED | 2026-08-24 |
| WV | RA | APPROVED | 2026-08-20 |
| FL | RA | APPROVED | 2026-08-19 |
| MD | RA | APPROVED | 2026-08-19 |
| NJ | RA | APPROVED | 2026-08-19 |
| NY | RA | APPROVED | 2026-08-19 |
| DE | RA | APPROVED | 2026-08-18 |
| VA | RA | APPROVED | 2026-07-17 |
Branch Locations
4849 Wisconsin Avenue, Washington, DC 20016 • United States
1919 Gallows Road 2Nd Floor, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abis For Milling | Cairo | 01/2016 | 01/2018 | |
| Eatc | Cairo | 01/2018 | 12/2020 | |
| Unemployed | Cairo | 12/2020 | 01/2023 | |
| Northwestern Mutual | District Of Columbia | DC | 01/2023 | 06/2023 |
| Fidelity Investments | Tysons Corner | VA | 07/2023 | 03/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 06/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 06/2025 | 01/2026 |
| Bank Of America, N.A. | Washington | DC | 07/2025 | 01/2026 |
| Td Bank N.A. | Washington | DC | 07/2026 | Present |
| Unemployed | Arlington | VA | 01/2026 | 07/2026 |
| Td Private Client Wealth Llc | Washington | DC | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-20 |
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