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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-04 |
| NY | RA | APPROVED | 2026-08-04 |
Branch Locations
4526 13Th Avenue, Brooklyn, NY 11219 • 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 |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 09/2024 | 07/2026 |
| Uber Eats | New York | NY | 06/2024 | Present |
| Alku | Andover | MA | 06/2023 | 01/2024 |
| Arts And Crafts Beer Parlor Morningside Heights Location | New York | NY | 06/2022 | 12/2022 |
| Arts And Crafts Beer Parlor Greenwich Village | New York | NY | 06/2022 | 12/2022 |
| Pier Park And Playground | New York | NY | 07/2021 | 08/2021 |
| New York Gothams Travel Baseball | New York | NY | 07/2021 | 08/2021 |
| Greenwich Village Little League | New York | NY | 07/2017 | 05/2024 |
| Doordash | New York | NY | 05/2020 | 08/2020 |
| Pennsylvania State University | University Park | PA | 08/2020 | 08/2024 |
| Xavier High School | New York | NY | 08/2016 | 05/2020 |
| Greenwich Village Little League | New York | NY | 04/2025 | Present |
| Td Bank N.A. | Brooklyn | NY | 08/2026 | Present |
| Td Private Client Wealth Llc | Brooklyn | NY | 08/2026 | Present |
Greenwich Village Little League, Umpire, 15 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-04 |
Reach out to this advisor