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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 |
|---|---|---|---|
| ME | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED_RES | 2025-03-28 |
| CA | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| MD | RA | APPROVED | 2025-01-01 |
| SC | RA | APPROVED | 2025-01-01 |
| OH | RA | APPROVED | 2024-06-12 |
| VA | RA | APPROVED | 2023-04-03 |
| AZ | RA | APPROVED | 2021-09-09 |
| NY | RA | APPROVED | 2021-09-03 |
| NM | RA | APPROVED | 2021-08-31 |
| NJ | RA | APPROVED | 2019-02-21 |
| GA | RA | APPROVED | 2017-07-28 |
| NH | RA | APPROVED | 2016-05-20 |
| RI | RA | APPROVED | 2016-05-19 |
| CT | RA | APPROVED | 2016-03-22 |
| MA | RA | APPROVED | 2014-01-27 |
Branch Locations
1255 South Willow Street 2Nd Floor, Manchester, NH 03103 • United States
2 Market Crossing, Plymouth, MA 02360 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Private Client Wealth Llc | Boston | MA | 09/2013 | Present |
| Td Bank, N.A. | Boston | MA | 09/2013 | 09/2022 |
| Td Bank N.A. | Boston | MA | 09/2022 | Present |
I own a 3-family home at 139 High Street, Charlestown, MA effective May of 2023. The building is managed by Core Property Group, an independent property management company I hired to manage all aspects of the building including leasing, rental payments and maintenance. I devote less than 0-1 hour during trading hours to this business. My duties include approving leases, authorizing repairs and paying monthly bills.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-15 |
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