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Amyn-Mohamed Firdosh Juma

Td Private Client Wealth LLC

Vienna, VA

Toronto, On

CRD 7884099

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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
CA RA APPROVED 2025-04-29
FL RA APPROVED 2025-04-29
OH RA APPROVED 2025-04-29
NY RA APPROVED 2025-04-28
  • CA RA
    APPROVED
    Since 2025-04-29
  • FL RA
    APPROVED
    Since 2025-04-29
  • OH RA
    APPROVED
    Since 2025-04-29
  • NY RA
    APPROVED
    Since 2025-04-28

Branch Locations

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

66 Wellington Street West, Toronto, On M5K 1A2 • 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 Financial Group Toronto 04/2005 Present
Td Private Client Wealth Llc Portlnd ME 03/2024 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-23
  • S66 Uniform Combined State Law Examination
    2025-04-23
Other Names
  • Amyn Juma

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
CAPITOL PRIVATE WEALTH GROUP LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

MARY ELIZABETH ELLISON
ROBERT BURTON LANK
AMIR EYAL

Nearby Offices

OSAIC WEALTH, INC. · VIENNA, VA
CAPITOL PRIVATE WEALTH GROUP LLC · VIENNA, VA
AMERIPRISE FINANCIAL SERVICES, LLC · VIENNA, VA

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