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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2025-10-27 |
| OH | RA | APPROVED | 2025-10-23 |
| TX | RA | APPROVED | 2023-09-11 |
| MA | RA | APPROVED | 2023-08-09 |
| DC | RA | APPROVED | 2023-08-08 |
| FL | RA | APPROVED | 2023-07-24 |
| NJ | RA | APPROVED | 2023-07-24 |
| CT | RA | APPROVED | 2023-07-21 |
| DE | RA | APPROVED | 2023-07-21 |
| ME | RA | APPROVED | 2023-07-21 |
| MD | RA | APPROVED | 2023-07-21 |
| NH | RA | APPROVED | 2023-07-21 |
| NY | RA | APPROVED | 2023-07-21 |
| NC | RA | APPROVED | 2023-07-21 |
| PA | RA | APPROVED | 2023-07-21 |
| RI | RA | APPROVED | 2023-07-21 |
| VT | RA | APPROVED | 2023-07-21 |
| VA | RA | APPROVED | 2023-07-21 |
| SC | RA | APPROVED | 2023-07-03 |
Branch Locations
819 S Broad Street, Clinton, SC 29325 • United States
200 Carolina Point Parkway 4Th Floor, Greenville, SC 29607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank Na | Clinton | SC | 04/2023 | Present |
| Td Bank Na | Clinton | SC | 07/2016 | 03/2023 |
| Td Private Client Wealth Llc | Greenville | SC | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-28 |
| S65 | Uniform Investment Adviser Law Examination | 2023-07-03 |
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