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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-04 |
| GA | RA | APPROVED | 2019-09-03 |
| IL | RA | APPROVED | 2019-02-28 |
| PA | RA | APPROVED | 2017-06-06 |
| FL | RA | APPROVED | 2015-03-16 |
| CT | RA | APPROVED | 2015-03-02 |
| NJ | RA | APPROVED | 2015-02-26 |
Branch Locations
324 So. Service Road, Melville, NY 11747 • United States
336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Private Client Wealth Llc | New York | NY | 02/2015 | Present |
| Td Bank, N.A. | New York | NY | 02/2015 | 11/2021 |
| Td Bank N.A. | New York | NY | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-29 |
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