Best Investors Account Sign in

Jeffery Schacter

Td Private Client Wealth LLC

Vienna, VA

Concord, On

Claim This Profile
Current Employers
Td Private Client Wealth Llc

1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-05-07
FL RA APPROVED 2024-09-03
ME RA APPROVED 2024-09-03
  • CO RA
    APPROVED
    Since 2025-05-07
  • FL RA
    APPROVED
    Since 2024-09-03
  • ME RA
    APPROVED
    Since 2024-09-03

Branch Locations

1919 Gallows Road 2Nd Floor, Vienna, VA 22182 • United States

2300 Steeles Avenue West, Concord, On L4K 4X6 • Canada

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
Td Bank Toronto 09/1994 Present
Private Client Wealth Llc Portland ME 12/2023 Present
  • 09/1994 → Present
    Td Bank
    Toronto
  • 12/2023 → Present
    Private Client Wealth Llc
    Portland, ME
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-12
  • S66 Uniform Combined State Law Examination
    2024-06-12
Other Names
  • Jeff Schacter

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
CAPITOL PRIVATE WEALTH GROUP LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
RETIREMENT RESEARCHER, LLC
MCLEAN ASSET MANAGEMENT CORP.
KIRK CAPITAL ADVISORS LLC
ATEGRA CAPITAL MANAGEMENT, LLC

Other Investors

MARY ELIZABETH ELLISON
ROBERT BURTON LANK
AMIR EYAL
DANIEL JOHN WARD
Hunter John Leed
BENJAMIN PRUITT MELTON
PETER REISNER SHARPE
STEPHEN FRANKLIN STEWART

Other Offices

OSAIC WEALTH, INC. · VIENNA, VA
CAPITOL PRIVATE WEALTH GROUP LLC · VIENNA, VA
AMERIPRISE FINANCIAL SERVICES, LLC · VIENNA, VA
PNC WEALTH MANAGEMENT LLC · VIENNA, VA
RETIREMENT RESEARCHER, LLC · TYSONS, VA
MCLEAN ASSET MANAGEMENT CORP. · TYSONS, VA
KIRK CAPITAL ADVISORS LLC · VIENNA, VA
ATEGRA CAPITAL MANAGEMENT, LLC · VIENNA, VA

More in Vienna, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor