Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2025-01-29 |
| NY | RA | APPROVED | 2025-01-28 |
Branch Locations
5900 N Andrews Ave 2Nd Floor, Fort Lauderdale, FL 33309 • United States
1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Private Client Wealth Llc | New York | NY | 04/2017 | 02/2021 |
| Td Bank Na | New York | NY | 08/2009 | 04/2017 |
| Td Bank Na | New York | NY | 04/2017 | 01/2021 |
| Td Bank N.A. | Pembroke Pines | FL | 01/2021 | 01/2023 |
| Td Private Client Wealth Llc | Pembroke Pines | FL | 02/2021 | 01/2023 |
| Citigroup | Miaimi | FL | 02/2023 | 01/2025 |
| Td Bank N.A. | Fort Lauderdale | FL | 01/2025 | Present |
| Td Private Client Wealth Llc | Fort Lauderdale | FL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-26 |
Reach out to this advisor